JP Morgan Chase
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JP Morgan Chase’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

JP Morgan Chase’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Buy
7,667
+2,391
+45% +$386K ﹤0.01% 4521
2025
Q4 		$844K Sell
5,276
-288
-5% -$46.1K ﹤0.01% 4718
2025
Q3 		$894K Buy
5,564
+517
+10% +$80.7K ﹤0.01% 4671
2025
Q2 		$762K Hold
5,047
– – ﹤0.01% 4541
2025
Q1 		$663K Sell
5,047
-580
-10% -$81.3K ﹤0.01% 4602
2024
Q4 		$778K Buy
5,627
+165
+3% +$23K ﹤0.01% 4791
2024
Q3 		$718K Buy
5,462
+12
+0.2% +$1.49K ﹤0.01% 4684
2024
Q2 		$668K Sell
5,450
-412
-7% -$49.5K ﹤0.01% 4520
2024
Q1 		$723K Sell
5,862
-88
-1% -$10.2K ﹤0.01% 4561
2023
Q4 		$652K Sell
5,950
-386
-6% -$39K ﹤0.01% 4622
2023
Q3 		$613K Sell
6,336
-325
-5% -$32.7K ﹤0.01% 4365
2023
Q2 		$675K Buy
6,661
+455
+7% +$43K ﹤0.01% 4315
2023
Q1 		$578K Buy
6,206
+5,267
+561% +$490K ﹤0.01% 4402
2022
Q4 		$86K Buy
+939
New +$87K ﹤0.01% 5414
2020
Q2 		– Sell
-420
Closed -$25K – 5493
2020
Q1 		$25K Buy
+420
New +$29.6K ﹤0.01% 4898
2019
Q4 		– Sell
-542
Closed -$38K – 5701
2019
Q3 		$38K Buy
+542
New +$38.4K ﹤0.01% 5260
2014
Q3 		– Sell
-4,589
Closed -$201K – 4205
2014
Q2 		$201K Buy
+4,589
New +$193K ﹤0.01% 3378

Other funds holding FTC

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 45% in Q1 2026, buying an estimated $386K and bringing the position to 7,667 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

JP Morgan Chase first reported a position in FTC in Q2 2014 and has held it in 17 quarters since. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • JP Morgan Chase held 7,667 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.14M as of Q1 2026.
  • JP Morgan Chase bought 2,391 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $386K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4521 holding.
  • JP Morgan Chase first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2014 and has held it in 17 quarters since.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

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