JP Morgan Chase
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JP Morgan Chase’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

JP Morgan Chase’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$750K Buy
16,989
+6,859
+68% +$328K ﹤0.01% 4958
2026
Q2 		$506K Sell
10,130
-2,223
-18% -$109K ﹤0.01% 5114
2026
Q1 		$611K Buy
12,353
+1,212
+11% +$58.4K ﹤0.01% 4874
2025
Q4 		$501K Buy
11,141
+1,672
+18% +$77K ﹤0.01% 5055
2025
Q3 		$430K Buy
9,469
+5,802
+158% +$255K ﹤0.01% 5121
2025
Q2 		$155K Buy
3,667
+280
+8% +$11.6K ﹤0.01% 5370
2025
Q1 		$139K Sell
3,387
-3,703
-52% -$147K ﹤0.01% 5408
2024
Q4 		$268K Buy
7,090
+1,422
+25% +$55.1K ﹤0.01% 5349
2024
Q3 		$218K Buy
5,668
+4,507
+388% +$160K ﹤0.01% 5367
2024
Q2 		$38.4K Buy
1,161
+739
+175% +$24.7K ﹤0.01% 5958
2024
Q1 		$13.7K Hold
422
– – ﹤0.01% 6295
2023
Q4 		$13.4K Buy
422
+322
+322% +$9.6K ﹤0.01% 6336
2023
Q3 		$2.86K Buy
+100
New +$3.12K ﹤0.01% 6480
2023
Q1 		– Sell
-663
Closed -$22K – 6885
2022
Q4 		$22K Buy
663
+595
+875% +$19.3K ﹤0.01% 5855
2022
Q3 		$2K Buy
+68
New +$2.31K ﹤0.01% 6248
2021
Q3 		– Sell
-727
Closed -$22K – 6595
2021
Q2 		$22K Hold
727
– – ﹤0.01% 5908
2021
Q1 		$22K Hold
727
– – ﹤0.01% 5688
2020
Q4 		$21K Hold
727
– – ﹤0.01% 5288
2020
Q3 		$19K Sell
727
-34,938
-98% -$936K ﹤0.01% 5157
2020
Q2 		$919K Sell
35,665
-22,836
-39% -$600K ﹤0.01% 3565
2020
Q1 		$1.44M Buy
58,501
+704
+1% +$20K ﹤0.01% 3188
2019
Q4 		$1.69M Buy
57,797
+5,933
+11% +$172K ﹤0.01% 3499
2019
Q3 		$1.54M Buy
51,864
+123
+0.2% +$3.56K ﹤0.01% 3575
2019
Q2 		$1.48M Buy
51,741
+51,014
+7,017% +$1.45M ﹤0.01% 3583
2019
Q1 		$21K Hold
727
– – ﹤0.01% 5395
2018
Q4 		$19K Sell
727
-2,324
-76% -$65K ﹤0.01% 5335
2018
Q3 		$84K Buy
3,051
+2,324
+320% +$63.1K ﹤0.01% 5016
2018
Q2 		$19K Hold
727
– – ﹤0.01% 5313
2018
Q1 		$18K Buy
+727
New +$18.2K ﹤0.01% 5092
2017
Q4 		– Sell
-41,029
Closed -$1.11M – 5477
2017
Q3 		$1.11M Buy
41,029
+3,847
+10% +$106K ﹤0.01% 3457
2017
Q2 		$1.01M Buy
37,182
+279
+0.8% +$7.7K ﹤0.01% 3422
2017
Q1 		$1.01M Sell
36,903
-15,526
-30% -$423K ﹤0.01% 3404
2016
Q4 		$1.4M Sell
52,429
-2,648
-5% -$68.7K ﹤0.01% 3280
2016
Q3 		$1.43M Sell
55,077
-37,072
-40% -$989K ﹤0.01% 2972
2016
Q2 		$2.49M Buy
92,149
+35,007
+61% +$897K ﹤0.01% 2695
2016
Q1 		$1.48M Buy
57,142
+56,942
+28,471% +$1.34M ﹤0.01% 2861
2015
Q4 		$4K Buy
+200
New +$4.54K ﹤0.01% 4387

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

JP Morgan Chase's FXU Position: Q3 2026 in Review

JP Morgan Chase increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 68% in Q3 2026, buying an estimated $328K and bringing the position to 16,989 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #4958.

JP Morgan Chase first reported a position in FXU in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.49M in Q2 2016. 161 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

  • JP Morgan Chase held 16,989 shares of First Trust Utilities AlphaDEX Fund worth $750K as of Q3 2026.
  • JP Morgan Chase bought 6,859 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $328K.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4958 holding.
  • JP Morgan Chase first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2015 and has held it in 37 quarters since.
  • JP Morgan Chase's First Trust Utilities AlphaDEX Fund position peaked at $2.49M in Q2 2016.
  • 161 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.