JP Morgan Chase
FNY icon

JP Morgan Chase’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

JP Morgan Chase’s Portfolio FNY Stock Details FNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Hold
2,076
– – ﹤0.01% 5524
2025
Q4 		$189K Sell
2,076
-200
-9% -$18.4K ﹤0.01% 5573
2025
Q3 		$209K Sell
2,276
-1,855
-45% -$160K ﹤0.01% 5489
2025
Q2 		$341K Buy
4,131
+2,092
+103% +$161K ﹤0.01% 4970
2025
Q1 		$153K Sell
2,039
-114
-5% -$9.16K ﹤0.01% 5367
2024
Q4 		$172K Sell
2,153
-881
-29% -$73K ﹤0.01% 5543
2024
Q3 		$242K Sell
3,034
-1
-0% -$76 ﹤0.01% 5320
2024
Q2 		$223K Sell
3,035
-977
-24% -$71.3K ﹤0.01% 5110
2024
Q1 		$303K Buy
4,012
+589
+17% +$41.2K ﹤0.01% 5100
2023
Q4 		$233K Buy
3,423
+1
+0% +$61 ﹤0.01% 5304
2023
Q3 		$208K Buy
3,422
+76
+2% +$4.85K ﹤0.01% 5049
2023
Q2 		$217K Sell
3,346
-45
-1% -$2.71K ﹤0.01% 5028
2023
Q1 		$202K Buy
3,391
+1,383
+69% +$82.2K ﹤0.01% 5059
2022
Q4 		$113K Buy
+2,008
New +$116K ﹤0.01% 5308
2020
Q2 		– Sell
-875
Closed -$32K – 5489
2020
Q1 		$32K Sell
875
-100
-10% -$4.52K ﹤0.01% 4846
2019
Q4 		$47K Hold
975
– – ﹤0.01% 5146
2019
Q3 		$44K Buy
+975
New +$44.7K ﹤0.01% 5227
2019
Q2 		– Sell
-94
Closed -$4K – 5829
2019
Q1 		$4K Buy
+94
New +$3.9K ﹤0.01% 5624

Other funds holding FNY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase held its First Trust Mid Cap Growth AlphaDEX Fund (FNY) position steady in Q1 2026 at 2,076 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #5524.

JP Morgan Chase first reported a position in FNY in Q1 2019 and has held it in 18 quarters since. The position peaked at $341K in Q2 2025. 122 funds tracked by Wall St. Rank hold FNY as of Q1 2026.

  • JP Morgan Chase held 2,076 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $181K as of Q1 2026.
  • JP Morgan Chase left its First Trust Mid Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Mid Cap Growth AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5524 holding.
  • JP Morgan Chase first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2019 and has held it in 18 quarters since.
  • JP Morgan Chase's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $341K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q1 2026.

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