JP Morgan Chase
AGGY icon

JP Morgan Chase’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

JP Morgan Chase’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.67M Buy
107,764
+1,381
+1% +$60.8K ﹤0.01% 3378
2025
Q4 		$4.69M Sell
106,383
-6,871
-6% -$304K ﹤0.01% 3368
2025
Q3 		$5.01M Sell
113,254
-50,416
-31% -$2.21M ﹤0.01% 3361
2025
Q2 		$7.14M Sell
163,670
-279,591
-63% -$12M ﹤0.01% 2838
2025
Q1 		$19.3M Buy
443,261
+44,034
+11% +$1.9M ﹤0.01% 1962
2024
Q4 		$17.1M Buy
399,227
+137,873
+53% +$6.02M ﹤0.01% 2185
2024
Q3 		$11.7M Buy
261,354
+156,038
+148% +$6.89M ﹤0.01% 2477
2024
Q2 		$4.52M Sell
105,316
-12,619
-11% -$540K ﹤0.01% 3105
2024
Q1 		$5.12M Buy
117,935
+36,957
+46% +$1.6M ﹤0.01% 3090
2023
Q4 		$3.56M Buy
80,978
+2,878
+4% +$121K ﹤0.01% 3391
2023
Q3 		$3.24M Buy
78,100
+78,075
+312,300% +$3.32M ﹤0.01% 3170
2023
Q2 		$1.08K Buy
+25
New +$1.09K ﹤0.01% 6447
2022
Q4 		– Sell
-6,317
Closed -$267K – 6504
2022
Q3 		$267K Buy
+6,317
New +$282K ﹤0.01% 4809
2020
Q2 		– Sell
-25,281
Closed -$1.31M – 5335
2020
Q1 		$1.31M Buy
+25,281
New +$1.32M ﹤0.01% 3246

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.3% in Q1 2026, buying an estimated $60.8K and bringing the position to 107,764 shares worth $4.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

JP Morgan Chase first reported a position in AGGY in Q1 2020 and has held it in 14 quarters since. The position peaked at $19.3M in Q1 2025. 163 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • JP Morgan Chase held 107,764 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $4.67M as of Q1 2026.
  • JP Morgan Chase bought 1,381 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $60.8K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3378 holding.
  • JP Morgan Chase first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 14 quarters since.
  • JP Morgan Chase's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $19.3M in Q1 2025.
  • 163 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

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