JP Morgan Chase
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JP Morgan Chase’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History

JP Morgan Chase’s Portfolio FSZ Stock Details FSZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.3K Sell
323
-271
-46% -$22.3K ﹤0.01% 6465
2025
Q4 		$47.7K Buy
594
+479
+417% +$37.2K ﹤0.01% 6249
2025
Q3 		$8.91K Hold
115
– – ﹤0.01% 6670
2025
Q2 		$8.87K Hold
115
– – ﹤0.01% 6332
2025
Q1 		$7.85K Hold
115
– – ﹤0.01% 6354
2024
Q4 		$7.28K Hold
115
– – ﹤0.01% 6447
2024
Q3 		$8.18K Sell
115
-1
-0.9% -$67 ﹤0.01% 6402
2024
Q2 		$7.54K Hold
116
– – ﹤0.01% 6311
2024
Q1 		$7.46K Hold
116
– – ﹤0.01% 6382
2023
Q4 		$7.54K Buy
116
+76
+190% +$4.5K ﹤0.01% 6478
2023
Q3 		$2.37K Buy
+40
New +$2.43K ﹤0.01% 6512
2019
Q3 		– Sell
-225
Closed -$11K – 5807
2019
Q2 		$11K Hold
225
– – ﹤0.01% 5550
2019
Q1 		$11K Hold
225
– – ﹤0.01% 5522
2018
Q4 		$10K Sell
225
-240
-52% -$11K ﹤0.01% 5439
2018
Q3 		$24K Hold
465
– – ﹤0.01% 5383
2018
Q2 		$23K Hold
465
– – ﹤0.01% 5274
2018
Q1 		$24K Buy
+465
New +$25K ﹤0.01% 5036
2017
Q1 		– Sell
-380
Closed -$16K – 5108
2016
Q4 		$16K Buy
380
+290
+322% +$11.6K ﹤0.01% 4734
2016
Q3 		$4K Hold
90
– – ﹤0.01% 4387
2016
Q2 		$3K Sell
90
-135
-60% -$5.42K ﹤0.01% 4546
2016
Q1 		$9K Sell
225
-6,334
-97% -$239K ﹤0.01% 4269
2015
Q4 		$262K Sell
6,559
-3,998
-38% -$158K ﹤0.01% 3580
2015
Q3 		$394K Sell
10,557
-20,775
-66% -$825K ﹤0.01% 3508
2015
Q2 		$1.26M Buy
31,332
+2,096
+7% +$87.9K ﹤0.01% 3164
2015
Q1 		$1.18M Buy
29,236
+4,708
+19% +$185K ﹤0.01% 3149
2014
Q4 		$933K Sell
24,528
-33,898
-58% -$1.3M ﹤0.01% 3384
2014
Q3 		$2.28M Buy
58,426
+15,961
+38% +$662K ﹤0.01% 2840
2014
Q2 		$1.83M Buy
42,465
+3,028
+8% +$132K ﹤0.01% 2580
2014
Q1 		$1.71M Buy
39,437
+7,921
+25% +$332K ﹤0.01% 2616
2013
Q4 		$1.3M Buy
31,516
+22,647
+255% +$890K ﹤0.01% 3015
2013
Q3 		$338K Buy
+8,869
New +$325K ﹤0.01% 3818

Other funds holding FSZ

Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
SSA
SSA Swiss Advisors Zurich $216M AUM 17.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $142M AUM 18.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $153M AUM
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Switzerland AlphaDEX Fund (FSZ) stake by 46% in Q1 2026, selling an estimated $22.3K and leaving 323 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6465.

JP Morgan Chase first reported a position in FSZ in Q3 2013 and has held it in 31 quarters since. The position peaked at $2.28M in Q3 2014. 27 funds tracked by Wall St. Rank hold FSZ as of Q1 2026.

  • JP Morgan Chase held 323 shares of First Trust Switzerland AlphaDEX Fund worth $25.3K as of Q1 2026.
  • JP Morgan Chase sold 271 First Trust Switzerland AlphaDEX Fund shares in Q1 2026, an estimated $22.3K.
  • First Trust Switzerland AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6465 holding.
  • JP Morgan Chase first reported a position in First Trust Switzerland AlphaDEX Fund in Q3 2013 and has held it in 31 quarters since.
  • JP Morgan Chase's First Trust Switzerland AlphaDEX Fund position peaked at $2.28M in Q3 2014.
  • 27 funds tracked by Wall St. Rank held First Trust Switzerland AlphaDEX Fund as of Q1 2026.

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