JP Morgan Chase
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JP Morgan Chase’s First Trust United Kingdom AlphaDEX Fund FKU Stock Holding History

JP Morgan Chase’s Portfolio FKU Stock Details FKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.92K Sell
204
-61
-23% -$3.23K ﹤0.01% 6744
2025
Q4 		$13.5K Buy
+265
New +$12.8K ﹤0.01% 6597
2017
Q1 		– Sell
-378
Closed -$12K – 5102
2016
Q4 		$12K Buy
378
+289
+325% +$9.34K ﹤0.01% 4769
2016
Q3 		$3K Hold
89
– – ﹤0.01% 4407
2016
Q2 		$3K Sell
89
-126
-59% -$4.7K ﹤0.01% 4544
2016
Q1 		$8K Sell
215
-6,044
-97% -$219K ﹤0.01% 4288
2015
Q4 		$252K Sell
6,259
-3,837
-38% -$158K ﹤0.01% 3595
2015
Q3 		$405K Sell
10,096
-19,444
-66% -$827K ﹤0.01% 3500
2015
Q2 		$1.28M Buy
29,540
+1,328
+5% +$57.9K ﹤0.01% 3152
2015
Q1 		$1.14M Buy
28,212
+3,797
+16% +$154K ﹤0.01% 3164
2014
Q4 		$960K Sell
24,415
-33,705
-58% -$1.3M ﹤0.01% 3367
2014
Q3 		$2.26M Buy
58,120
+16,170
+39% +$661K ﹤0.01% 2842
2014
Q2 		$1.77M Buy
41,950
+3,760
+10% +$162K ﹤0.01% 2601
2014
Q1 		$1.65M Buy
38,190
+7,552
+25% +$330K ﹤0.01% 2635
2013
Q4 		$1.32M Buy
30,638
+22,029
+256% +$891K ﹤0.01% 3007
2013
Q3 		$336K Buy
+8,609
New +$325K ﹤0.01% 3821

Other funds holding FKU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust United Kingdom AlphaDEX Fund (FKU) stake by 23% in Q1 2026, selling an estimated $3.23K and leaving 204 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #6744.

JP Morgan Chase first reported a position in FKU in Q3 2013 and has held it in 16 quarters since. The position peaked at $2.26M in Q3 2014. 30 funds tracked by Wall St. Rank hold FKU as of Q1 2026.

  • JP Morgan Chase held 204 shares of First Trust United Kingdom AlphaDEX Fund worth $9.92K as of Q1 2026.
  • JP Morgan Chase sold 61 First Trust United Kingdom AlphaDEX Fund shares in Q1 2026, an estimated $3.23K.
  • First Trust United Kingdom AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6744 holding.
  • JP Morgan Chase first reported a position in First Trust United Kingdom AlphaDEX Fund in Q3 2013 and has held it in 16 quarters since.
  • JP Morgan Chase's First Trust United Kingdom AlphaDEX Fund position peaked at $2.26M in Q3 2014.
  • 30 funds tracked by Wall St. Rank held First Trust United Kingdom AlphaDEX Fund as of Q1 2026.

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