JP Morgan Chase’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

JP Morgan Chase’s Portfolio FYC Stock Details FYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.7K	Buy	825 +381	+86%	+$37.9K	﹤0.01%	5975
2025 Q4	$42.7K	Sell	444 -429	-49%	-$40.5K	﹤0.01%	6290
2025 Q3	$79.2K	Buy	873 +389	+80%	+$32.8K	﹤0.01%	6036
2025 Q2	$38.5K	Buy	484 +17	+4%	+$1.22K	﹤0.01%	6009
2025 Q1	$32.1K	Buy	467 +70	+18%	+$5.29K	﹤0.01%	6017
2024 Q4	$30.7K	Buy	+397	New	+$31.2K	﹤0.01%	6151
2022 Q1	–	Sell	-351	Closed	-$26K	–	6741
2021 Q4	$26K	Buy	+351	New	+$26.3K	﹤0.01%	6148

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 86% in Q1 2026, buying an estimated $37.9K and bringing the position to 825 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5975.

JP Morgan Chase first reported a position in FYC in Q4 2021 and has held it in 7 quarters since. The position peaked at $79.2K in Q3 2025. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

JP Morgan Chase held 825 shares of First Trust Small Cap Growth AlphaDEX Fund worth $76.7K as of Q1 2026.
JP Morgan Chase bought 381 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $37.9K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5975 holding.
JP Morgan Chase first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 7 quarters since.
JP Morgan Chase's First Trust Small Cap Growth AlphaDEX Fund position peaked at $79.2K in Q3 2025.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

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