JP Morgan Chase
FVC icon

JP Morgan Chase’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

JP Morgan Chase’s Portfolio FVC Stock Details FVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.8K Hold
320
– – ﹤0.01% 6715
2025
Q4 		$11.7K Sell
320
-137
-30% -$4.95K ﹤0.01% 6628
2025
Q3 		$16.5K Buy
457
+137
+43% +$4.92K ﹤0.01% 6522
2025
Q2 		$11.4K Hold
320
– – ﹤0.01% 6287
2025
Q1 		$11.3K Sell
320
-35
-10% -$1.28K ﹤0.01% 6275
2024
Q4 		$13K Hold
355
– – ﹤0.01% 6341
2024
Q3 		$12.7K Buy
+355
New +$12.3K ﹤0.01% 6325

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $200M AUM

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

JP Morgan Chase held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q1 2026 at 320 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6715.

JP Morgan Chase first reported a position in FVC in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.5K in Q3 2025. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • JP Morgan Chase held 320 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $10.8K as of Q1 2026.
  • JP Morgan Chase left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q1 2026.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6715 holding.
  • JP Morgan Chase first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2024 and has held it in 7 quarters since.
  • JP Morgan Chase's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $16.5K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

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