JP Morgan Chase
FNK icon

JP Morgan Chase’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History

JP Morgan Chase’s Portfolio FNK Stock Details FNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-212
Closed -$9K – 6869
2022
Q4 		$9K Buy
+212
New +$9.03K ﹤0.01% 6048

Other funds holding FNK

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

JP Morgan Chase's FNK Position: Q1 2023 in Review

JP Morgan Chase sold out of First Trust Mid Cap Value AlphaDEX Fund (FNK) in Q1 2023, closing a stake of 212 shares — an estimated $9K sold.

JP Morgan Chase first reported a position in FNK in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 72 funds tracked by Wall St. Rank hold FNK as of Q1 2023.

  • JP Morgan Chase reported no remaining First Trust Mid Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 212 First Trust Mid Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $9K.
  • JP Morgan Chase first reported a position in First Trust Mid Cap Value AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • JP Morgan Chase's First Trust Mid Cap Value AlphaDEX Fund position peaked at $9K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held First Trust Mid Cap Value AlphaDEX Fund as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.