JP Morgan Chase
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JP Morgan Chase’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History

JP Morgan Chase’s Portfolio AIVI Stock Details AIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.69K Hold
47
– – ﹤0.01% 7175
2026
Q1 		$2.52K Hold
47
– – ﹤0.01% 6976
2025
Q4 		$2.49K Hold
47
– – ﹤0.01% 6910
2025
Q3 		$2.38K Sell
47
-2
-4% -$99 ﹤0.01% 6885
2025
Q2 		$2.4K Hold
49
– – ﹤0.01% 6513
2025
Q1 		$2.19K Buy
49
+33
+206% +$1.39K ﹤0.01% 6534
2024
Q4 		$664 Hold
16
– – ﹤0.01% 6775
2024
Q3 		$738 Sell
16
-1
-6% -$42 ﹤0.01% 6755
2024
Q2 		$705 Hold
17
– – ﹤0.01% 6654
2024
Q1 		$736 Hold
17
– – ﹤0.01% 6672
2023
Q4 		$721 Sell
17
-34
-67% -$1.3K ﹤0.01% 6882
2023
Q3 		$1.94K Buy
51
+1
+2% +$39 ﹤0.01% 6552
2023
Q2 		$1.96K Buy
50
+1
+2% +$40 ﹤0.01% 6341
2023
Q1 		$1.9K Buy
+49
New +$1.88K ﹤0.01% 6467

Other funds holding AIVI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

JP Morgan Chase held its WisdomTree International AI Enhanced Value Fund (AIVI) position steady in Q2 2026 at 47 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #7175.

JP Morgan Chase first reported a position in AIVI in Q1 2023 and has held it in 14 quarters since. 36 funds tracked by Wall St. Rank hold AIVI as of Q2 2026.

  • JP Morgan Chase held 47 shares of WisdomTree International AI Enhanced Value Fund worth $2.69K as of Q2 2026.
  • JP Morgan Chase left its WisdomTree International AI Enhanced Value Fund share count unchanged in Q2 2026.
  • WisdomTree International AI Enhanced Value Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7175 holding.
  • JP Morgan Chase first reported a position in WisdomTree International AI Enhanced Value Fund in Q1 2023 and has held it in 14 quarters since.
  • 36 funds tracked by Wall St. Rank held WisdomTree International AI Enhanced Value Fund as of Q2 2026.

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