JP Morgan Chase
DFJ icon

JP Morgan Chase’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

JP Morgan Chase’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.2K Hold
87
– – ﹤0.01% 6944
2026
Q1 		$8.58K Hold
87
– – ﹤0.01% 6778
2025
Q4 		$8.38K Buy
+87
New +$8.17K ﹤0.01% 6713
2025
Q2 		– Sell
-21
Closed -$1.67K – 7194
2025
Q1 		$1.67K Buy
21
+17
+425% +$1.31K ﹤0.01% 6568
2024
Q4 		$301 Sell
4
-200
-98% -$15.3K ﹤0.01% 6862
2024
Q3 		$16.5K Buy
204
+189
+1,260% +$14.6K ﹤0.01% 6277
2024
Q2 		$1.13K Hold
15
– – ﹤0.01% 6601
2024
Q1 		$1.16K Hold
15
– – ﹤0.01% 6634
2023
Q4 		$1.12K Hold
15
– – ﹤0.01% 6821
2023
Q3 		$1.03K Hold
15
– – ﹤0.01% 6639
2023
Q2 		$999 Buy
+15
New +$1K ﹤0.01% 6456
2022
Q2 		– Sell
-29
Closed -$2K – 6535
2022
Q1 		$2K Buy
+29
New +$2.01K ﹤0.01% 6414
2021
Q3 		– Sell
-213
Closed -$16K – 6532
2021
Q2 		$16K Sell
213
-87
-29% -$6.57K ﹤0.01% 5965
2021
Q1 		$23K Hold
300
– – ﹤0.01% 5682
2020
Q4 		$22K Hold
300
– – ﹤0.01% 5281
2020
Q3 		$21K Hold
300
– – ﹤0.01% 5133
2020
Q2 		$19K Hold
300
– – ﹤0.01% 5046
2020
Q1 		$17K Hold
300
– – ﹤0.01% 4977
2019
Q4 		$22K Sell
300
-86
-22% -$6.26K ﹤0.01% 5302
2019
Q3 		$27K Buy
386
+86
+29% +$5.69K ﹤0.01% 5338
2019
Q2 		$20K Hold
300
– – ﹤0.01% 5438
2019
Q1 		$20K Sell
300
-2,000
-87% -$135K ﹤0.01% 5406
2018
Q4 		$148K Buy
2,300
+1,398
+155% +$98.1K ﹤0.01% 4698
2018
Q3 		$70K Sell
902
-309
-26% -$23.4K ﹤0.01% 5074
2018
Q2 		$93K Buy
1,211
+996
+463% +$80.5K ﹤0.01% 4864
2018
Q1 		$17K Buy
+215
New +$17.6K ﹤0.01% 5100
2014
Q4 		– Sell
-9,368
Closed -$482K – 4243
2014
Q3 		$482K Buy
9,368
+551
+6% +$29.2K ﹤0.01% 3685
2014
Q2 		$472K Buy
+8,817
New +$445K ﹤0.01% 3142

Other funds holding DFJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

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

JP Morgan Chase held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 87 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6944.

JP Morgan Chase first reported a position in DFJ in Q2 2014 and has held it in 28 quarters since. The position peaked at $482K in Q3 2014. 78 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

  • JP Morgan Chase held 87 shares of WisdomTree Japan SmallCap Dividend Fund worth $9.2K as of Q2 2026.
  • JP Morgan Chase left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6944 holding.
  • JP Morgan Chase first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2014 and has held it in 28 quarters since.
  • JP Morgan Chase's WisdomTree Japan SmallCap Dividend Fund position peaked at $482K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

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