JP Morgan Chase
AGZD icon

JP Morgan Chase’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

JP Morgan Chase’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Sell
5,127
-1,061
-17% -$23.9K ﹤0.01% 5757
2025
Q4 		$139K Buy
6,188
+1,770
+40% +$39.8K ﹤0.01% 5715
2025
Q3 		$99.4K Buy
+4,418
New +$98.9K ﹤0.01% 5905

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 17% in Q1 2026, selling an estimated $23.9K and leaving 5,127 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #5757.

JP Morgan Chase first reported a position in AGZD in Q3 2025 and has held it in 3 quarters since. The position peaked at $139K in Q4 2025. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • JP Morgan Chase held 5,127 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $115K as of Q1 2026.
  • JP Morgan Chase sold 1,061 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $23.9K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5757 holding.
  • JP Morgan Chase first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $139K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

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