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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
EAN
Excelsior Advisor Network Denver, Colorado $759M AUM

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

JP Morgan Chase reduced its First Trust Consumer Discretionary AlphaDEX Fund (FXD) stake by 4.1% in Q2 2026, selling an estimated $39.5K and leaving 13,714 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #4701.

JP Morgan Chase first reported a position in FXD in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.78M in Q2 2015. 110 funds tracked by Wall St. Rank hold FXD as of Q2 2026.

  • JP Morgan Chase held 13,714 shares of First Trust Consumer Discretionary AlphaDEX Fund worth $953K as of Q2 2026.
  • JP Morgan Chase sold 588 First Trust Consumer Discretionary AlphaDEX Fund shares in Q2 2026, an estimated $39.5K.
  • First Trust Consumer Discretionary AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4701 holding.
  • JP Morgan Chase first reported a position in First Trust Consumer Discretionary AlphaDEX Fund in Q2 2013 and has held it in 49 quarters since.
  • JP Morgan Chase's First Trust Consumer Discretionary AlphaDEX Fund position peaked at $6.78M in Q2 2015.
  • 110 funds tracked by Wall St. Rank held First Trust Consumer Discretionary AlphaDEX Fund as of Q2 2026.

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