JP Morgan Chase’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History

JP Morgan Chase’s Portfolio FDM Stock Details FDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.8K	Buy	+220	New	+$18.4K	﹤0.01%	6584
2025 Q4	–	Sell	-250	Closed	-$18.9K	–	7531
2025 Q3	$18.9K	Buy	+250	New	+$18.4K	﹤0.01%	6490
2024 Q4	–	Sell	-1	Closed	-$71	–	7482
2024 Q3	$71	Buy	+1	New	+$63	﹤0.01%	7052
2024 Q2	–	Sell	-24	Closed	-$1.51K	–	7476
2024 Q1	$1.51K	Hold	24	–	–	﹤0.01%	6609
2023 Q4	$1.47K	Hold	24	–	–	﹤0.01%	6774
2023 Q3	$1.31K	Hold	24	–	–	﹤0.01%	6610
2023 Q2	$1.35K	Hold	24	–	–	﹤0.01%	6414
2023 Q1	$1.29K	Hold	24	–	–	﹤0.01%	6475
2022 Q4	$1K	Buy	+24	New	+$1.34K	﹤0.01%	6403
2022 Q3	–	Sell	-15	Closed	-$1K	–	6564
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	6351
2022 Q1	$1K	Buy	+15	New	+$915	﹤0.01%	6468

Other funds holding FDM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

JP Morgan Chase's FDM Position: Q1 2026 in Review

JP Morgan Chase opened a new position in First Trust Dow Jones Select MicroCap Index Fund (FDM) in Q1 2026: 220 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #6584 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in FDM as recently as Q3 2025.

JP Morgan Chase first reported a position in FDM in Q1 2022 and has held it in 11 quarters since. The position peaked at $18.9K in Q3 2025. 85 funds tracked by Wall St. Rank hold FDM as of Q1 2026.

JP Morgan Chase held 220 shares of First Trust Dow Jones Select MicroCap Index Fund worth $17.8K as of Q1 2026.
First Trust Dow Jones Select MicroCap Index Fund was a new JP Morgan Chase position in Q1 2026.
First Trust Dow Jones Select MicroCap Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6584 holding.
JP Morgan Chase first reported a position in First Trust Dow Jones Select MicroCap Index Fund in Q1 2022 and has held it in 11 quarters since.
JP Morgan Chase's First Trust Dow Jones Select MicroCap Index Fund position peaked at $18.9K in Q3 2025.
85 funds tracked by Wall St. Rank held First Trust Dow Jones Select MicroCap Index Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.