JP Morgan Chase
DES icon

JP Morgan Chase’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

JP Morgan Chase’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.22M Sell
175,720
-18,497
-10% -$667K ﹤0.01% 3110
2025
Q4 		$6.5M Sell
194,217
-10,444
-5% -$349K ﹤0.01% 3080
2025
Q3 		$6.89M Buy
204,661
+63,014
+44% +$2.09M ﹤0.01% 3074
2025
Q2 		$4.5M Sell
141,647
-3,311
-2% -$102K ﹤0.01% 3259
2025
Q1 		$4.63M Sell
144,958
-73
-0.1% -$2.46K ﹤0.01% 3230
2024
Q4 		$4.98M Buy
145,031
+6,819
+5% +$241K ﹤0.01% 3347
2024
Q3 		$4.77M Buy
138,212
+13,464
+11% +$448K ﹤0.01% 3255
2024
Q2 		$3.89M Sell
124,748
-12,391
-9% -$389K ﹤0.01% 3234
2024
Q1 		$4.48M Buy
137,139
+9,962
+8% +$312K ﹤0.01% 3188
2023
Q4 		$4.09M Buy
127,177
+22,061
+21% +$641K ﹤0.01% 3265
2023
Q3 		$2.96M Buy
105,116
+8,475
+9% +$249K ﹤0.01% 3244
2023
Q2 		$2.78M Buy
96,641
+35,174
+57% +$981K ﹤0.01% 3297
2023
Q1 		$1.75M Buy
61,467
+21,187
+53% +$634K ﹤0.01% 3630
2022
Q4 		$1.15M Buy
40,280
+21,452
+114% +$616K ﹤0.01% 3948
2022
Q3 		$485K Sell
18,828
-6,845
-27% -$198K ﹤0.01% 4491
2022
Q2 		$725K Buy
25,673
+3,650
+17% +$110K ﹤0.01% 4318
2022
Q1 		$702K Sell
22,023
-1,828
-8% -$58.4K ﹤0.01% 4487
2021
Q4 		$784K Sell
23,851
-3,692
-13% -$119K ﹤0.01% 4553
2021
Q3 		$849K Buy
27,543
+3,175
+13% +$99.6K ﹤0.01% 4429
2021
Q2 		$777K Buy
24,368
+492
+2% +$15.9K ﹤0.01% 4441
2021
Q1 		$744K Buy
23,876
+7,922
+50% +$234K ﹤0.01% 4429
2020
Q4 		$424K Buy
15,954
+843
+6% +$20.5K ﹤0.01% 4468
2020
Q3 		$317K Sell
15,111
-47,478
-76% -$1.03M ﹤0.01% 4172
2020
Q2 		$1.33M Sell
62,589
-7,146
-10% -$142K ﹤0.01% 3354
2020
Q1 		$1.26M Buy
69,735
+9,059
+15% +$224K ﹤0.01% 3270
2019
Q4 		$1.74M Buy
60,676
+5,389
+10% +$150K ﹤0.01% 3476
2019
Q3 		$1.51M Buy
55,287
+36,115
+188% +$963K ﹤0.01% 3584
2019
Q2 		$513K Sell
19,172
-2,960
-13% -$80.9K ﹤0.01% 4222
2019
Q1 		$610K Buy
22,132
+672
+3% +$18.4K ﹤0.01% 4101
2018
Q4 		$526K Sell
21,460
-16,739
-44% -$455K ﹤0.01% 4106
2018
Q3 		$1.14M Buy
38,199
+11,903
+45% +$358K ﹤0.01% 3831
2018
Q2 		$780K Buy
26,296
+4,065
+18% +$117K ﹤0.01% 3959
2018
Q1 		$609K Sell
22,231
-1,935
-8% -$54.6K ﹤0.01% 3924
2017
Q4 		$702K Sell
24,166
-431
-2% -$12.3K ﹤0.01% 3908
2017
Q3 		$690K Buy
24,597
+8,697
+55% +$232K ﹤0.01% 3695
2017
Q2 		$427K Buy
15,900
+3,633
+30% +$97.5K ﹤0.01% 3783
2017
Q1 		$330K Sell
12,267
-14,358
-54% -$389K ﹤0.01% 3872
2016
Q4 		$734K Buy
26,625
+1,572
+6% +$40.6K ﹤0.01% 3581
2016
Q3 		$628K Buy
25,053
+3,384
+16% +$84K ﹤0.01% 3323
2016
Q2 		$518K Buy
21,669
+10,956
+102% +$254K ﹤0.01% 3421
2016
Q1 		$245K Sell
10,713
-28,602
-73% -$596K ﹤0.01% 3554
2015
Q4 		$851K Buy
39,315
+1,497
+4% +$33.2K ﹤0.01% 3177
2015
Q3 		$795K Buy
37,818
+216
+0.6% +$4.82K ﹤0.01% 3228
2015
Q2 		$883K Sell
37,602
-67,659
-64% -$1.61M ﹤0.01% 3341
2015
Q1 		$2.53M Sell
105,261
-7,530
-7% -$177K ﹤0.01% 2756
2014
Q4 		$2.67M Sell
112,791
-19,686
-15% -$450K ﹤0.01% 2789
2014
Q3 		$2.87M Buy
132,477
+3,390
+3% +$77K ﹤0.01% 2699
2014
Q2 		$3.01M Buy
129,087
+4,419
+4% +$100K ﹤0.01% 2329
2014
Q1 		$2.84M Buy
124,668
+4,272
+4% +$94.8K ﹤0.01% 2379
2013
Q4 		$2.72M Buy
120,396
+147
+0.1% +$3.21K ﹤0.01% 2556
2013
Q3 		$2.51M Sell
120,249
-4,341
-3% -$89.2K ﹤0.01% 2654
2013
Q2 		$2.42M Buy
+124,590
New +$2.39M ﹤0.01% 2666

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.5% in Q1 2026, selling an estimated $667K and leaving 175,720 shares worth $6.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

JP Morgan Chase first reported a position in DES in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.89M in Q3 2025. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • JP Morgan Chase held 175,720 shares of WisdomTree US SmallCap Dividend Fund worth $6.22M as of Q1 2026.
  • JP Morgan Chase sold 18,497 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $667K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3110 holding.
  • JP Morgan Chase first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's WisdomTree US SmallCap Dividend Fund position peaked at $6.89M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

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