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
Q2 		$1.24M Sell
6,529
-1,138
-15% -$201K ﹤0.01% 4525
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JP Morgan Chase's FTC Position: Q2 2026 in Review

JP Morgan Chase reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 15% in Q2 2026, selling an estimated $201K and leaving 6,529 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

JP Morgan Chase first reported a position in FTC in Q2 2014 and has held it in 18 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

  • JP Morgan Chase held 6,529 shares of First Trust Large Cap Growth AlphaDEX Fund worth $1.24M as of Q2 2026.
  • JP Morgan Chase sold 1,138 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $201K.
  • First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4525 holding.
  • JP Morgan Chase first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2014 and has held it in 18 quarters since.
  • 224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.