JP Morgan Chase
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JP Morgan Chase’s First Trust Germany AlphaDEX Fund FGM Stock Holding History

JP Morgan Chase’s Portfolio FGM Stock Details FGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-211
Closed -$12.2K – 7849
2026
Q1 		$12.2K Sell
211
-274
-56% -$17.8K ﹤0.01% 6688
2025
Q4 		$30.2K Buy
+485
New +$28.8K ﹤0.01% 6408
2019
Q3 		– Sell
-235
Closed -$10K – 5799
2019
Q2 		$10K Hold
235
– – ﹤0.01% 5559
2019
Q1 		$10K Hold
235
– – ﹤0.01% 5538
2018
Q4 		$9K Sell
235
-250
-52% -$10.2K ﹤0.01% 5451
2018
Q3 		$23K Hold
485
– – ﹤0.01% 5390
2018
Q2 		$22K Hold
485
– – ﹤0.01% 5286
2018
Q1 		$24K Buy
+485
New +$25.1K ﹤0.01% 5035
2017
Q1 		– Sell
-396
Closed -$14K – 5099
2016
Q4 		$14K Buy
396
+302
+321% +$10.8K ﹤0.01% 4753
2016
Q3 		$4K Hold
94
– – ﹤0.01% 4386
2016
Q2 		$3K Sell
94
-145
-61% -$5.26K ﹤0.01% 4543
2016
Q1 		$9K Sell
239
-6,901
-97% -$234K ﹤0.01% 4268
2015
Q4 		$259K Sell
7,140
-4,282
-37% -$153K ﹤0.01% 3587
2015
Q3 		$384K Sell
11,422
-22,185
-66% -$814K ﹤0.01% 3517
2015
Q2 		$1.27M Buy
33,607
+2,876
+9% +$112K ﹤0.01% 3156
2015
Q1 		$1.18M Buy
30,731
+3,997
+15% +$150K ﹤0.01% 3148
2014
Q4 		$962K Sell
26,734
-34,334
-56% -$1.22M ﹤0.01% 3365
2014
Q3 		$2.15M Buy
61,068
+17,989
+42% +$693K ﹤0.01% 2883
2014
Q2 		$1.8M Buy
43,079
+3,517
+9% +$149K ﹤0.01% 2588
2014
Q1 		$1.68M Buy
39,562
+7,612
+24% +$317K ﹤0.01% 2625
2013
Q4 		$1.35M Buy
31,950
+22,711
+246% +$895K ﹤0.01% 2993
2013
Q3 		$342K Buy
+9,239
New +$325K ﹤0.01% 3811

Other funds holding FGM

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JP Morgan Chase's FGM Position: Q2 2026 in Review

JP Morgan Chase sold out of First Trust Germany AlphaDEX Fund (FGM) in Q2 2026, closing a stake of 211 shares — an estimated $12.2K sold.

JP Morgan Chase first reported a position in FGM in Q3 2013 and held it in 22 quarters. The position peaked at $2.15M in Q3 2014. 25 funds tracked by Wall St. Rank hold FGM as of Q2 2026.

  • JP Morgan Chase reported no remaining First Trust Germany AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 211 First Trust Germany AlphaDEX Fund shares in Q2 2026, an estimated $12.2K.
  • JP Morgan Chase first reported a position in First Trust Germany AlphaDEX Fund in Q3 2013 and held it in 22 quarters.
  • JP Morgan Chase's First Trust Germany AlphaDEX Fund position peaked at $2.15M in Q3 2014.
  • 25 funds tracked by Wall St. Rank held First Trust Germany AlphaDEX Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.