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
2024
Q4 		– Sell
-420
Closed -$7.19K – 7496
2024
Q3 		$7.19K Buy
+420
New +$6.78K ﹤0.01% 6424

Other funds holding FRTY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
KFSN
Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

JP Morgan Chase's FRTY Position: Q4 2024 in Review

JP Morgan Chase sold out of Alger Mid Cap 40 ETF (FRTY) in Q4 2024, closing a stake of 420 shares — an estimated $7.19K sold.

JP Morgan Chase first reported a position in FRTY in Q3 2024 and held it in 1 quarter. The position peaked at $7.19K in Q3 2024. 20 funds tracked by Wall St. Rank hold FRTY as of Q4 2024.

  • JP Morgan Chase reported no remaining Alger Mid Cap 40 ETF position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 420 Alger Mid Cap 40 ETF shares in Q4 2024, an estimated $7.19K.
  • JP Morgan Chase first reported a position in Alger Mid Cap 40 ETF in Q3 2024 and held it in 1 quarter.
  • JP Morgan Chase's Alger Mid Cap 40 ETF position peaked at $7.19K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Alger Mid Cap 40 ETF as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.