JP Morgan Chase
DEW icon

JP Morgan Chase’s WisdomTree Global High Dividend Fund DEW Stock Holding History

JP Morgan Chase’s Portfolio DEW Stock Details DEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-76
Closed -$4K – 6791
2022
Q4 		$4K Buy
+76
New +$3.44K ﹤0.01% 6193

Other funds holding DEW

VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's DEW Position: Q1 2023 in Review

JP Morgan Chase sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2023, closing a stake of 76 shares — an estimated $4K sold.

JP Morgan Chase first reported a position in DEW in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 34 funds tracked by Wall St. Rank hold DEW as of Q1 2023.

  • JP Morgan Chase reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Chase sold 76 WisdomTree Global High Dividend Fund shares in Q1 2023, an estimated $4K.
  • JP Morgan Chase first reported a position in WisdomTree Global High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • JP Morgan Chase's WisdomTree Global High Dividend Fund position peaked at $4K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2023.

Based on JP Morgan Chase's 13F filing for Q1 2023, filed 11 May 2023.