JP Morgan Chase
FRTY icon

JP Morgan Chase’s Alger Mid Cap 40 ETF FRTY Stock Holding History

JP Morgan Chase’s Portfolio FRTY Stock Details FRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$639 Buy
+27
New +$618 ﹤0.01% 7655
2024
Q4 		– Sell
-420
Closed -$7.19K – 7496
2024
Q3 		$7.19K Buy
+420
New +$6.78K ﹤0.01% 6424

Other funds holding FRTY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Advisory Advocates
Advisory Advocates Grand Rapids, Michigan $116M AUM 14.5% 1-Year Est. Return

JP Morgan Chase's FRTY Position: Q3 2026 in Review

JP Morgan Chase opened a new position in Alger Mid Cap 40 ETF (FRTY) in Q3 2026: 27 shares worth $639. The stake represents ﹤0.01% of the portfolio and ranks #7655 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in FRTY as recently as Q3 2024.

JP Morgan Chase first reported a position in FRTY in Q3 2024 and has held it in 2 quarters since. The position peaked at $7.19K in Q3 2024. 32 funds tracked by Wall St. Rank hold FRTY as of Q3 2026.

  • JP Morgan Chase held 27 shares of Alger Mid Cap 40 ETF worth $639 as of Q3 2026.
  • Alger Mid Cap 40 ETF was a new JP Morgan Chase position in Q3 2026.
  • Alger Mid Cap 40 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #7655 holding.
  • JP Morgan Chase first reported a position in Alger Mid Cap 40 ETF in Q3 2024 and has held it in 2 quarters since.
  • JP Morgan Chase's Alger Mid Cap 40 ETF position peaked at $7.19K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.