JP Morgan Chase
FIXD icon

JP Morgan Chase’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

JP Morgan Chase’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.63M Buy
128,531
+117,128
+1,027% +$5.11M ﹤0.01% 3348
2026
Q1 		$495K Buy
11,403
+7,613
+201% +$337K ﹤0.01% 5043
2025
Q4 		$168K Buy
3,790
+2,626
+226% +$117K ﹤0.01% 5626
2025
Q3 		$51.7K Buy
1,164
+265
+29% +$11.7K ﹤0.01% 6216
2025
Q2 		$39.5K Sell
899
-17,506
-95% -$760K ﹤0.01% 6001
2025
Q1 		$807K Buy
18,405
+12,233
+198% +$530K ﹤0.01% 4485
2024
Q4 		$265K Sell
6,172
-57,024
-90% -$2.5M ﹤0.01% 5356
2024
Q3 		$2.86M Sell
63,196
-207,301
-77% -$9.24M ﹤0.01% 3685
2024
Q2 		$11.6M Buy
270,497
+4,545
+2% +$195K ﹤0.01% 2323
2024
Q1 		$11.6M Buy
265,952
+203,439
+325% +$8.92M ﹤0.01% 2353
2023
Q4 		$2.79M Buy
62,513
+60,291
+2,713% +$2.57M ﹤0.01% 3573
2023
Q3 		$93.5K Sell
2,222
-33,310
-94% -$1.45M ﹤0.01% 5512
2023
Q2 		$1.57M Buy
35,532
+33,685
+1,824% +$1.51M ﹤0.01% 3713
2023
Q1 		$84K Buy
1,847
+1,347
+269% +$60.4K ﹤0.01% 5506
2022
Q4 		$22K Hold
500
– – ﹤0.01% 5854
2022
Q3 		$22K Sell
500
-2,208
-82% -$102K ﹤0.01% 5772
2022
Q2 		$125K Sell
2,708
-4,076
-60% -$193K ﹤0.01% 5309
2022
Q1 		$336K Buy
6,784
+2,579
+61% +$132K ﹤0.01% 4926
2021
Q4 		$224K Buy
4,205
+2,705
+180% +$144K ﹤0.01% 5288
2021
Q3 		$80K Hold
1,500
– – ﹤0.01% 5677
2021
Q2 		$80K Sell
1,500
-339
-18% -$18.1K ﹤0.01% 5613
2021
Q1 		$97K Buy
+1,839
New +$98.9K ﹤0.01% 5380
2019
Q4 		– Sell
-23
Closed -$1K – 5696
2019
Q3 		$1K Hold
23
– – ﹤0.01% 5650
2019
Q2 		$1K Hold
23
– – ﹤0.01% 5706
2019
Q1 		$1K Hold
23
– – ﹤0.01% 5687
2018
Q4 		$1K Hold
23
– – ﹤0.01% 5616
2018
Q3 		$1K Hold
23
– – ﹤0.01% 5633
2018
Q2 		$1K Hold
23
– – ﹤0.01% 5485
2018
Q1 		$1K Sell
23
-41,399
-100% -$2.06M ﹤0.01% 5313
2017
Q4 		$2.1M Buy
41,422
+251
+0.6% +$12.7K ﹤0.01% 3294
2017
Q3 		$2.09M Buy
41,171
+3,801
+10% +$193K ﹤0.01% 3127
2017
Q2 		$1.9M Buy
37,370
+24,370
+187% +$1.24M ﹤0.01% 3078
2017
Q1 		$652K Buy
+13,000
New +$651K ﹤0.01% 3599

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Smith Opportunistic Fixed Income ETF (FIXD) stake by 1,027% in Q2 2026, buying an estimated $5.11M and bringing the position to 128,531 shares worth $5.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

JP Morgan Chase first reported a position in FIXD in Q1 2017 and has held it in 33 quarters since. The position peaked at $11.6M in Q2 2024. 317 funds tracked by Wall St. Rank hold FIXD as of Q2 2026.

  • JP Morgan Chase held 128,531 shares of First Trust Smith Opportunistic Fixed Income ETF worth $5.63M as of Q2 2026.
  • JP Morgan Chase bought 117,128 First Trust Smith Opportunistic Fixed Income ETF shares in Q2 2026, an estimated $5.11M.
  • First Trust Smith Opportunistic Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3348 holding.
  • JP Morgan Chase first reported a position in First Trust Smith Opportunistic Fixed Income ETF in Q1 2017 and has held it in 33 quarters since.
  • JP Morgan Chase's First Trust Smith Opportunistic Fixed Income ETF position peaked at $11.6M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held First Trust Smith Opportunistic Fixed Income ETF as of Q2 2026.

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