JP Morgan Chase
FXO icon

JP Morgan Chase’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

JP Morgan Chase’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Hold
2,174
– – ﹤0.01% 5817
2026
Q1 		$119K Buy
2,174
+509
+31% +$30.2K ﹤0.01% 5740
2025
Q4 		$100K Buy
1,665
+1
+0.1% +$59 ﹤0.01% 5892
2025
Q3 		$98.9K Sell
1,664
-819
-33% -$47.6K ﹤0.01% 5910
2025
Q2 		$139K Buy
2,483
+87
+4% +$4.56K ﹤0.01% 5443
2025
Q1 		$127K Sell
2,396
-313
-12% -$17.1K ﹤0.01% 5456
2024
Q4 		$147K Sell
2,709
-176
-6% -$9.64K ﹤0.01% 5604
2024
Q3 		$148K Buy
2,885
+2,405
+501% +$118K ﹤0.01% 5531
2024
Q2 		$22.2K Buy
480
+305
+174% +$14.1K ﹤0.01% 6109
2024
Q1 		$8.32K Sell
175
-695
-80% -$30.8K ﹤0.01% 6366
2023
Q4 		$37.7K Hold
870
– – ﹤0.01% 6086
2023
Q3 		$32.9K Buy
870
+175
+25% +$6.91K ﹤0.01% 5933
2023
Q2 		$26.2K Hold
695
– – ﹤0.01% 5859
2023
Q1 		$26K Hold
695
– – ﹤0.01% 5908
2022
Q4 		$28K Hold
695
– – ﹤0.01% 5773
2022
Q3 		$26K Buy
+695
New +$28.3K ﹤0.01% 5730
2022
Q1 		– Sell
-144
Closed -$7K – 6740
2021
Q4 		$7K Sell
144
-56
-28% -$2.61K ﹤0.01% 6379
2021
Q3 		$9K Sell
200
-1,004
-83% -$44.4K ﹤0.01% 6182
2021
Q2 		$53K Buy
+1,204
New +$53.2K ﹤0.01% 5720
2021
Q1 		– Sell
-300
Closed -$10K – 6159
2020
Q4 		$10K Hold
300
– – ﹤0.01% 5388
2020
Q3 		$8K Sell
300
-1
-0.3% -$26 ﹤0.01% 5285
2020
Q2 		$8K Sell
301
-201
-40% -$4.82K ﹤0.01% 5151
2020
Q1 		$11K Sell
502
-63,656
-99% -$1.9M ﹤0.01% 5036
2019
Q4 		$2.15M Buy
64,158
+2,401
+4% +$78K ﹤0.01% 3335
2019
Q3 		$1.96M Buy
61,757
+46,733
+311% +$1.48M ﹤0.01% 3433
2019
Q2 		$469K Buy
15,024
+299
+2% +$9.34K ﹤0.01% 4277
2019
Q1 		$446K Buy
14,725
+56
+0.4% +$1.68K ﹤0.01% 4265
2018
Q4 		$396K Sell
14,669
-450
-3% -$13.3K ﹤0.01% 4244
2018
Q3 		$484K Buy
15,119
+100
+0.7% +$3.23K ﹤0.01% 4297
2018
Q2 		$471K Buy
15,019
+145
+1% +$4.57K ﹤0.01% 4203
2018
Q1 		$462K Sell
14,874
-329
-2% -$10.4K ﹤0.01% 4053
2017
Q4 		$476K Sell
15,203
-937
-6% -$28.7K ﹤0.01% 4091
2017
Q3 		$477K Sell
16,140
-1,070
-6% -$31.1K ﹤0.01% 3849
2017
Q2 		$492K Buy
17,210
+392
+2% +$10.9K ﹤0.01% 3741
2017
Q1 		$466K Sell
16,818
-3,461
-17% -$96.2K ﹤0.01% 3744
2016
Q4 		$548K Buy
20,279
+14,255
+237% +$364K ﹤0.01% 3724
2016
Q3 		$146K Sell
6,024
-62,494
-91% -$1.5M ﹤0.01% 3774
2016
Q2 		$1.58M Sell
68,518
-8,151
-11% -$189K ﹤0.01% 2935
2016
Q1 		$1.73M Sell
76,669
-66,685
-47% -$1.43M ﹤0.01% 2780
2015
Q4 		$3.32M Sell
143,354
-27,231
-16% -$642K ﹤0.01% 2463
2015
Q3 		$3.83M Buy
170,585
+895
+0.5% +$21.1K ﹤0.01% 2383
2015
Q2 		$4.03M Buy
169,690
+80,613
+90% +$1.93M ﹤0.01% 2525
2015
Q1 		$2.1M Buy
89,077
+27,342
+44% +$635K ﹤0.01% 2838
2014
Q4 		$1.44M Buy
61,735
+824
+1% +$18.6K ﹤0.01% 3152
2014
Q3 		$1.33M Buy
60,911
+39,343
+182% +$874K ﹤0.01% 3167
2014
Q2 		$480K Buy
21,568
+3,462
+19% +$75.3K ﹤0.01% 3133
2014
Q1 		$395K Sell
18,106
-3,324
-16% -$71.1K ﹤0.01% 3211
2013
Q4 		$466K Sell
21,430
-44,583
-68% -$930K ﹤0.01% 3520
2013
Q3 		$1.3M Buy
66,013
+6,271
+10% +$123K ﹤0.01% 3101
2013
Q2 		$1.12M Buy
+59,742
New +$1.11M ﹤0.01% 3184

Other funds holding FXO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2026 at 2,174 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #5817.

JP Morgan Chase first reported a position in FXO in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.03M in Q2 2015. 220 funds tracked by Wall St. Rank hold FXO as of Q2 2026.

  • JP Morgan Chase held 2,174 shares of First Trust Financials AlphaDEX Fund worth $136K as of Q2 2026.
  • JP Morgan Chase left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Financials AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5817 holding.
  • JP Morgan Chase first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and has held it in 50 quarters since.
  • JP Morgan Chase's First Trust Financials AlphaDEX Fund position peaked at $4.03M in Q2 2015.
  • 220 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2026.

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