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 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 $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

JP Morgan Chase increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 92% in Q1 2026, buying an estimated $177K and bringing the position to 5,993 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #5196.

JP Morgan Chase first reported a position in FYT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

JP Morgan Chase held 5,993 shares of First Trust Small Cap Value AlphaDEX Fund worth $365K as of Q1 2026.
JP Morgan Chase bought 2,872 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $177K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5196 holding.
JP Morgan Chase first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and has held it in 6 quarters since.
JP Morgan Chase's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.04M in Q1 2025.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

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