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 Q2	$74.8K	Sell	595 -230	-28%	-$26K	﹤0.01%	6245
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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 28% in Q2 2026, selling an estimated $26K and leaving 595 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6245.

JP Morgan Chase first reported a position in FYC in Q4 2021 and has held it in 8 quarters since. The position peaked at $79.2K in Q3 2025. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

JP Morgan Chase held 595 shares of First Trust Small Cap Growth AlphaDEX Fund worth $74.8K as of Q2 2026.
JP Morgan Chase sold 230 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $26K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6245 holding.
JP Morgan Chase first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 8 quarters since.
JP Morgan Chase's First Trust Small Cap Growth AlphaDEX Fund position peaked at $79.2K in Q3 2025.
177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

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