JP Morgan Chase
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JP Morgan Chase’s First Trust US Equity Opportunities ETF FPX Stock Holding History

JP Morgan Chase’s Portfolio FPX Stock Details FPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90.5K Buy
449
+107
+31% +$19.8K ﹤0.01% 6130
2026
Q1 		$52.2K Hold
342
– – ﹤0.01% 6177
2025
Q4 		$56.1K Sell
342
-450
-57% -$73.9K ﹤0.01% 6180
2025
Q3 		$132K Buy
792
+791
+79,100% +$120K ﹤0.01% 5752
2025
Q2 		$269 Sell
1
-5,095
-100% -$647K ﹤0.01% 6757
2025
Q1 		$569K Buy
5,096
+3,335
+189% +$415K ﹤0.01% 4685
2024
Q4 		$211K Buy
1,761
+1,317
+297% +$158K ﹤0.01% 5451
2024
Q3 		$49K Buy
444
+114
+35% +$11.6K ﹤0.01% 5998
2024
Q2 		$32.9K Hold
330
– – ﹤0.01% 6007
2024
Q1 		$35K Sell
330
-114
-26% -$11.3K ﹤0.01% 6068
2023
Q4 		$42.6K Buy
444
+55
+14% +$4.74K ﹤0.01% 6047
2023
Q3 		$32.7K Hold
389
– – ﹤0.01% 5935
2023
Q2 		$34.3K Hold
389
– – ﹤0.01% 5805
2023
Q1 		$32.7K Sell
389
-401
-51% -$33.2K ﹤0.01% 5852
2022
Q4 		$62K Buy
+790
New +$66K ﹤0.01% 5536
2022
Q1 		– Sell
-100
Closed -$12K – 6730
2021
Q4 		$12K Buy
+100
New +$12.7K ﹤0.01% 6299
2021
Q3 		– Sell
-4,160
Closed -$530K – 6581
2021
Q2 		$530K Buy
4,160
+160
+4% +$19.5K ﹤0.01% 4659
2021
Q1 		$477K Buy
+4,000
New +$503K ﹤0.01% 4712
2019
Q4 		– Sell
-7,396
Closed -$561K – 5699
2019
Q3 		$561K Buy
7,396
+1,139
+18% +$89.6K ﹤0.01% 4120
2019
Q2 		$484K Sell
6,257
-492
-7% -$37.4K ﹤0.01% 4254
2019
Q1 		$505K Sell
6,749
-619
-8% -$43.6K ﹤0.01% 4204
2018
Q4 		$457K Sell
7,368
-48
-0.6% -$3.21K ﹤0.01% 4178
2018
Q3 		$551K Sell
7,416
-98
-1% -$7.23K ﹤0.01% 4234
2018
Q2 		$537K Sell
7,514
-139
-2% -$9.83K ﹤0.01% 4137
2018
Q1 		$525K Buy
7,653
+11
+0.1% +$781 ﹤0.01% 3988
2017
Q4 		$521K Sell
7,642
-2,080
-21% -$138K ﹤0.01% 4044
2017
Q3 		$618K Sell
9,722
-407
-4% -$24.9K ﹤0.01% 3740
2017
Q2 		$605K Sell
10,129
-35
-0.3% -$2.06K ﹤0.01% 3643
2017
Q1 		$583K Sell
10,164
-13
-0.1% -$734 ﹤0.01% 3640
2016
Q4 		$551K Sell
10,177
-590
-5% -$31.6K ﹤0.01% 3718
2016
Q3 		$585K Sell
10,767
-621
-5% -$33.1K ﹤0.01% 3346
2016
Q2 		$575K Sell
11,388
-267
-2% -$13.5K ﹤0.01% 3385
2016
Q1 		$583K Sell
11,655
-14,335
-55% -$677K ﹤0.01% 3296
2015
Q4 		$1.33M Buy
25,990
+2,895
+13% +$149K ﹤0.01% 2980
2015
Q3 		$1.12M Buy
23,095
+7,980
+53% +$426K ﹤0.01% 3046
2015
Q2 		$824K Buy
15,115
+318
+2% +$17.4K ﹤0.01% 3373
2015
Q1 		$796K Buy
14,797
+1,146
+8% +$58.9K ﹤0.01% 3319
2014
Q4 		$687K Buy
13,651
+97
+0.7% +$4.73K ﹤0.01% 3536
2014
Q3 		$652K Sell
13,554
-22
-0.2% -$1.06K ﹤0.01% 3542
2014
Q2 		$653K Buy
13,576
+719
+6% +$33.1K ﹤0.01% 3025
2014
Q1 		$590K Buy
12,857
+579
+5% +$26.7K ﹤0.01% 3076
2013
Q4 		$557K Buy
12,278
+6,152
+100% +$264K ﹤0.01% 3436
2013
Q3 		$253K Buy
+6,126
New +$240K ﹤0.01% 3950

Other funds holding FPX

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust US Equity Opportunities ETF (FPX) stake by 31% in Q2 2026, buying an estimated $19.8K and bringing the position to 449 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6130.

JP Morgan Chase first reported a position in FPX in Q3 2013 and has held it in 43 quarters since. The position peaked at $1.33M in Q4 2015. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • JP Morgan Chase held 449 shares of First Trust US Equity Opportunities ETF worth $90.5K as of Q2 2026.
  • JP Morgan Chase bought 107 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $19.8K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6130 holding.
  • JP Morgan Chase first reported a position in First Trust US Equity Opportunities ETF in Q3 2013 and has held it in 43 quarters since.
  • JP Morgan Chase's First Trust US Equity Opportunities ETF position peaked at $1.33M in Q4 2015.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

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