JP Morgan Chase
FXL icon

JP Morgan Chase’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

JP Morgan Chase’s Portfolio FXL Stock Details FXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$946K Buy
4,457
+22
+0.5% +$4.29K ﹤0.01% 4705
2026
Q1 		$676K Buy
4,435
+638
+17% +$107K ﹤0.01% 4817
2025
Q4 		$639K Buy
3,797
+1,047
+38% +$177K ﹤0.01% 4877
2025
Q3 		$462K Buy
2,750
+96
+4% +$15.5K ﹤0.01% 5083
2025
Q2 		$418K Sell
2,654
-3,751
-59% -$532K ﹤0.01% 4869
2025
Q1 		$847K Sell
6,405
-776
-11% -$115K ﹤0.01% 4461
2024
Q4 		$1.07M Buy
7,181
+982
+16% +$145K ﹤0.01% 4588
2024
Q3 		$860K Buy
6,199
+630
+11% +$84.6K ﹤0.01% 4564
2024
Q2 		$759K Buy
5,569
+1,197
+27% +$158K ﹤0.01% 4445
2024
Q1 		$589K Buy
4,372
+168
+4% +$22.3K ﹤0.01% 4691
2023
Q4 		$539K Sell
4,204
-1,234
-23% -$144K ﹤0.01% 4745
2023
Q3 		$604K Sell
5,438
-186
-3% -$21.3K ﹤0.01% 4372
2023
Q2 		$647K Buy
5,624
+1,074
+24% +$112K ﹤0.01% 4339
2023
Q1 		$479K Buy
4,550
+1,999
+78% +$202K ﹤0.01% 4529
2022
Q4 		$234K Buy
2,551
+2,501
+5,002% +$231K ﹤0.01% 4953
2022
Q3 		$4K Hold
50
– – ﹤0.01% 6136
2022
Q2 		$5K Hold
50
– – ﹤0.01% 6161
2022
Q1 		$6K Sell
50
-282
-85% -$32.9K ﹤0.01% 6288
2021
Q4 		$44K Sell
332
-24,881
-99% -$3.26M ﹤0.01% 5996
2021
Q3 		$3.1M Buy
25,213
+2,208
+10% +$277K ﹤0.01% 3425
2021
Q2 		$2.86M Buy
23,005
+104
+0.5% +$12.4K ﹤0.01% 3525
2021
Q1 		$2.6M Sell
22,901
-374
-2% -$43.1K ﹤0.01% 3498
2020
Q4 		$2.6M Sell
23,275
-594
-2% -$60.1K ﹤0.01% 3290
2020
Q3 		$2.17M Buy
23,869
+1,652
+7% +$145K ﹤0.01% 3169
2020
Q2 		$1.85M Buy
22,217
+641
+3% +$46.6K ﹤0.01% 3156
2020
Q1 		$1.28M Sell
21,576
-921
-4% -$64K ﹤0.01% 3257
2019
Q4 		$1.63M Buy
22,497
+2,466
+12% +$169K ﹤0.01% 3529
2019
Q3 		$1.3M Buy
20,031
+152
+0.8% +$10.2K ﹤0.01% 3686
2019
Q2 		$1.32M Buy
19,879
+69
+0.3% +$4.51K ﹤0.01% 3672
2019
Q1 		$1.27M Sell
19,810
-6,622
-25% -$399K ﹤0.01% 3661
2018
Q4 		$1.39M Sell
26,432
-536
-2% -$29.7K ﹤0.01% 3539
2018
Q3 		$1.71M Buy
26,968
+171
+0.6% +$10.4K ﹤0.01% 3562
2018
Q2 		$1.51M Sell
26,797
-713
-3% -$40.3K ﹤0.01% 3602
2018
Q1 		$1.51M Buy
27,510
+510
+2% +$28.3K ﹤0.01% 3440
2017
Q4 		$1.39M Buy
+27,000
New +$1.38M ﹤0.01% 3541
2016
Q4 		– Sell
-1,478
Closed -$54K – 5043
2016
Q3 		$54K Sell
1,478
-41,978
-97% -$1.48M ﹤0.01% 4022
2016
Q2 		$1.43M Sell
43,456
-5,140
-11% -$167K ﹤0.01% 2977
2016
Q1 		$1.6M Sell
48,596
-46,794
-49% -$1.43M ﹤0.01% 2814
2015
Q4 		$3.17M Sell
95,390
-19,739
-17% -$664K ﹤0.01% 2493
2015
Q3 		$3.64M Sell
115,129
-7,601
-6% -$256K ﹤0.01% 2419
2015
Q2 		$4.34M Buy
122,730
+109,299
+814% +$3.99M ﹤0.01% 2475
2015
Q1 		$480K Sell
13,431
-326
-2% -$11.4K ﹤0.01% 3544
2014
Q4 		$475K Buy
+13,757
New +$453K ﹤0.01% 3691

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Technology AlphaDEX Fund (FXL) stake by 0.5% in Q2 2026, buying an estimated $4.29K and bringing the position to 4,457 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #4705.

JP Morgan Chase first reported a position in FXL in Q4 2014 and has held it in 43 quarters since. The position peaked at $4.34M in Q2 2015. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • JP Morgan Chase held 4,457 shares of First Trust Technology AlphaDEX Fund worth $946K as of Q2 2026.
  • JP Morgan Chase bought 22 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $4.29K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4705 holding.
  • JP Morgan Chase first reported a position in First Trust Technology AlphaDEX Fund in Q4 2014 and has held it in 43 quarters since.
  • JP Morgan Chase's First Trust Technology AlphaDEX Fund position peaked at $4.34M in Q2 2015.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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