JP Morgan Chase
FXD icon

JP Morgan Chase’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

JP Morgan Chase’s Portfolio FXD Stock Details FXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$7K – 7063
2023
Q1 		$7K Hold
100
– – ﹤0.01% 6186
2022
Q4 		$6K Buy
+100
New +$4.8K ﹤0.01% 6122

Other funds holding FXD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 77% in Q1 2026, selling an estimated $3.21M and leaving 14,302 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #4681.

JP Morgan Chase first reported a position in FXD in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.78M in Q2 2015. 114 funds tracked by Wall St. Rank hold FXD as of Q1 2026.

  • JP Morgan Chase held 14,302 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $887K as of Q1 2026.
  • JP Morgan Chase sold 46,903 First Trust Consumer Discretionary AlphaDEX Fund shares in Q1 2026, an estimated $3.21M.
  • First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4681 holding.
  • JP Morgan Chase first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and has held it in 48 quarters since.
  • JP Morgan Chase's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6.78M in Q2 2015.
  • 114 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q1 2026.

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