JP Morgan Chase’s First Trust S&P REIT Index Fund FRI Stock Holding History

JP Morgan Chase’s Portfolio FRI Stock Details FRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Buy	+48	New	+$1.48K	﹤0.01%	7274
2026 Q1	–	Hold	0	–	–	–	7437
2025 Q4	–	Hold	0	–	–	–	7340
2019 Q4	–	Sell	-1,291	Closed	-$34K	–	5700
2019 Q3	$34K	Hold	1,291	–	–	﹤0.01%	5292
2019 Q2	$32K	Hold	1,291	–	–	﹤0.01%	5334
2019 Q1	$32K	Hold	1,291	–	–	﹤0.01%	5262
2018 Q4	$28K	Hold	1,291	–	–	﹤0.01%	5252
2018 Q3	$30K	Hold	1,291	–	–	﹤0.01%	5343
2018 Q2	$30K	Hold	1,291	–	–	﹤0.01%	5229
2018 Q1	$27K	Hold	1,291	–	–	﹤0.01%	4999
2017 Q4	$30K	Hold	1,291	–	–	﹤0.01%	5066
2017 Q3	$30K	Buy	+1,291	New	+$30.1K	﹤0.01%	4567
2017 Q1	–	Sell	-300	Closed	-$7K	–	5105
2016 Q4	$7K	Sell	300 -5,639	-95%	-$128K	﹤0.01%	4834
2016 Q3	$144K	Buy	5,939 +3,104	+109%	+$77.1K	﹤0.01%	3777
2016 Q2	$70K	Buy	2,835 +2,535	+845%	+$59.1K	﹤0.01%	3955
2016 Q1	$7K	Hold	300	–	–	﹤0.01%	4308
2015 Q4	$7K	Buy	+300	New	+$6.56K	﹤0.01%	4276
2013 Q3	–	Sell	-95,162	Closed	-$1.77M	–	4403
2013 Q2	$1.77M	Buy	+95,162	New	+$1.87M	﹤0.01%	2881

Other funds holding FRI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

JP Morgan Chase opened a new position in First Trust S&P REIT Index Fund (FRI) in Q2 2026: 48 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #7274 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in FRI as recently as Q3 2019.

JP Morgan Chase first reported a position in FRI in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.77M in Q2 2013. 69 funds tracked by Wall St. Rank hold FRI as of Q2 2026.

JP Morgan Chase held 48 shares of First Trust S&P REIT Index Fund worth $1.55K as of Q2 2026.
First Trust S&P REIT Index Fund was a new JP Morgan Chase position in Q2 2026.
First Trust S&P REIT Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7274 holding.
JP Morgan Chase first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and has held it in 16 quarters since.
JP Morgan Chase's First Trust S&P REIT Index Fund position peaked at $1.77M in Q2 2013.
69 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q2 2026.

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