JP Morgan Chase’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Sell	5,280 -713	-12%	-$47.1K	﹤0.01%	5280
2026 Q1	$365K	Buy	5,993 +2,872	+92%	+$177K	﹤0.01%	5196
2025 Q4	$177K	Buy	3,121 +2,198	+238%	+$123K	﹤0.01%	5601
2025 Q3	$51.6K	Buy	923 +225	+32%	+$12.2K	﹤0.01%	6217
2025 Q2	$35.2K	Sell	698 -20,252	-97%	-$974K	﹤0.01%	6039
2025 Q1	$1.04M	Buy	+20,950	New	+$1.11M	﹤0.01%	4326
2024 Q1	–	Sell	-261	Closed	-$14.2K	–	7556
2023 Q4	$14.2K	Buy	+261	New	+$12.6K	﹤0.01%	6325

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

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

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

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JP Morgan Chase reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 12% in Q2 2026, selling an estimated $47.1K and leaving 5,280 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #5280.

JP Morgan Chase first reported a position in FYT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

JP Morgan Chase held 5,280 shares of First Trust Small Cap Value AlphaDEX Fund worth $368K as of Q2 2026.
JP Morgan Chase sold 713 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $47.1K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5280 holding.
JP Morgan Chase first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and has held it in 7 quarters since.
JP Morgan Chase's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.04M in Q1 2025.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

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