JP Morgan Chase
FRI icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase held its First Trust S&P REIT Index Fund (FRI) position steady in Q1 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #7437.

JP Morgan Chase first reported a position in FRI in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.77M in Q2 2013. 70 funds tracked by Wall St. Rank hold FRI as of Q1 2026.

  • JP Morgan Chase held 0 shares of First Trust S&P REIT Index Fund worth $9 as of Q1 2026.
  • JP Morgan Chase left its First Trust S&P REIT Index Fund share count unchanged in Q1 2026.
  • First Trust S&P REIT Index Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7437 holding.
  • JP Morgan Chase first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and has held it in 15 quarters since.
  • JP Morgan Chase's First Trust S&P REIT Index Fund position peaked at $1.77M in Q2 2013.
  • 70 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q1 2026.

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