JP Morgan Chase
FXG icon

JP Morgan Chase’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History

JP Morgan Chase’s Portfolio FXG Stock Details FXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$911K Buy
14,403
+15
+0.1% +$976 ﹤0.01% 4664
2025
Q4 		$873K Buy
14,388
+1,793
+14% +$111K ﹤0.01% 4697
2025
Q3 		$789K Sell
12,595
-115
-0.9% -$7.35K ﹤0.01% 4753
2025
Q2 		$804K Sell
12,710
-275
-2% -$17.6K ﹤0.01% 4516
2025
Q1 		$848K Sell
12,985
-19
-0.1% -$1.22K ﹤0.01% 4460
2024
Q4 		$833K Sell
13,004
-680
-5% -$45.8K ﹤0.01% 4757
2024
Q3 		$935K Buy
13,684
+4,926
+56% +$328K ﹤0.01% 4507
2024
Q2 		$564K Sell
8,758
-5,644
-39% -$374K ﹤0.01% 4621
2024
Q1 		$1.01M Buy
14,402
+158
+1% +$10.2K ﹤0.01% 4341
2023
Q4 		$899K Buy
14,244
+5,896
+71% +$354K ﹤0.01% 4400
2023
Q3 		$504K Buy
8,348
+1
+0% +$63 ﹤0.01% 4472
2023
Q2 		$523K Hold
8,347
– – ﹤0.01% 4465
2023
Q1 		$518K Sell
8,347
-364
-4% -$22.5K ﹤0.01% 4476
2022
Q4 		$546K Buy
8,711
+364
+4% +$22.8K ﹤0.01% 4454
2022
Q3 		$475K Sell
8,347
-12,135
-59% -$758K ﹤0.01% 4500
2022
Q2 		$1.26M Buy
20,482
+12,135
+145% +$776K ﹤0.01% 3911
2022
Q1 		$532K Sell
8,347
-355
-4% -$22.2K ﹤0.01% 4663
2021
Q4 		$539K Buy
8,702
+355
+4% +$20.9K ﹤0.01% 4783
2021
Q3 		$470K Hold
8,347
– – ﹤0.01% 4772
2021
Q2 		$476K Hold
8,347
– – ﹤0.01% 4726
2021
Q1 		$480K Hold
8,347
– – ﹤0.01% 4703
2020
Q4 		$431K Hold
8,347
– – ﹤0.01% 4457
2020
Q3 		$398K Sell
8,347
-892
-10% -$43.2K ﹤0.01% 4079
2020
Q2 		$425K Hold
9,239
– – ﹤0.01% 3919
2020
Q1 		$369K Sell
9,239
-9,941
-52% -$456K ﹤0.01% 3972
2019
Q4 		$960K Sell
19,180
-2,820
-13% -$136K ﹤0.01% 3893
2019
Q3 		$1.06M Sell
22,000
-123
-0.6% -$5.76K ﹤0.01% 3803
2019
Q2 		$1M Sell
22,123
-56
-0.3% -$2.59K ﹤0.01% 3871
2019
Q1 		$1.02M Buy
22,179
+793
+4% +$35.3K ﹤0.01% 3800
2018
Q4 		$902K Sell
21,386
-1,549
-7% -$71.3K ﹤0.01% 3808
2018
Q3 		$1.08M Sell
22,935
-97
-0.4% -$4.62K ﹤0.01% 3869
2018
Q2 		$1.08M Buy
23,032
+991
+4% +$46K ﹤0.01% 3787
2018
Q1 		$1.03M Sell
22,041
-208
-0.9% -$10.1K ﹤0.01% 3655
2017
Q4 		$1.08M Sell
22,249
-1,686
-7% -$78.9K ﹤0.01% 3685
2017
Q3 		$1.09M Buy
23,935
+9,352
+64% +$433K ﹤0.01% 3470
2017
Q2 		$671K Buy
14,583
+902
+7% +$42K ﹤0.01% 3610
2017
Q1 		$631K Sell
13,681
-27,705
-67% -$1.28M ﹤0.01% 3610
2016
Q4 		$1.89M Buy
41,386
+3,274
+9% +$149K ﹤0.01% 3102
2016
Q3 		$1.77M Sell
38,112
-35,686
-48% -$1.71M ﹤0.01% 2861
2016
Q2 		$3.57M Sell
73,798
-9,634
-12% -$451K ﹤0.01% 2495
2016
Q1 		$3.85M Sell
83,432
-31,281
-27% -$1.38M ﹤0.01% 2360
2015
Q4 		$5.1M Sell
114,713
-44,244
-28% -$1.93M ﹤0.01% 2218
2015
Q3 		$6.66M Buy
158,957
+341
+0.2% +$15.1K ﹤0.01% 2042
2015
Q2 		$6.98M Buy
158,616
+39,505
+33% +$1.76M ﹤0.01% 2173
2015
Q1 		$5.32M Buy
119,111
+23,541
+25% +$1.04M ﹤0.01% 2308
2014
Q4 		$4.07M Sell
95,570
-72,860
-43% -$2.99M ﹤0.01% 2537
2014
Q3 		$6.58M Buy
168,430
+27,384
+19% +$1.07M ﹤0.01% 2190
2014
Q2 		$5.62M Buy
141,046
+4,649
+3% +$177K ﹤0.01% 2015
2014
Q1 		$5.03M Buy
136,397
+16,763
+14% +$597K ﹤0.01% 2083
2013
Q4 		$4.27M Sell
119,634
-11,561
-9% -$400K ﹤0.01% 2271
2013
Q3 		$4.32M Buy
131,195
+7,283
+6% +$239K ﹤0.01% 2286
2013
Q2 		$3.82M Buy
+123,912
New +$3.84M ﹤0.01% 2327

Other funds holding FXG

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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $114M AUM 19.7% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Consumer Staples AlphaDEX Fund (FXG) stake by 0.1% in Q1 2026, buying an estimated $976 and bringing the position to 14,403 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #4664.

JP Morgan Chase first reported a position in FXG in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.98M in Q2 2015. 115 funds tracked by Wall St. Rank hold FXG as of Q1 2026.

  • JP Morgan Chase held 14,403 shares of First Trust Consumer Staples AlphaDEX Fund worth $911K as of Q1 2026.
  • JP Morgan Chase bought 15 First Trust Consumer Staples AlphaDEX Fund shares in Q1 2026, an estimated $976.
  • First Trust Consumer Staples AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4664 holding.
  • JP Morgan Chase first reported a position in First Trust Consumer Staples AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's First Trust Consumer Staples AlphaDEX Fund position peaked at $6.98M in Q2 2015.
  • 115 funds tracked by Wall St. Rank held First Trust Consumer Staples AlphaDEX Fund as of Q1 2026.

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