JP Morgan Chase
DGRS icon

JP Morgan Chase’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

JP Morgan Chase’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$836K Buy
15,993
+1,395
+10% +$74.9K ﹤0.01% 4716
2025
Q4 		$724K Buy
14,598
+1,571
+12% +$77.8K ﹤0.01% 4804
2025
Q3 		$651K Sell
13,027
-1,460
-10% -$72.1K ﹤0.01% 4873
2025
Q2 		$674K Buy
14,487
+293
+2% +$13.2K ﹤0.01% 4615
2025
Q1 		$660K Buy
14,194
+865
+6% +$43K ﹤0.01% 4607
2024
Q4 		$683K Buy
13,329
+1,617
+14% +$85.6K ﹤0.01% 4881
2024
Q3 		$604K Sell
11,712
-8,290
-41% -$412K ﹤0.01% 4782
2024
Q2 		$942K Sell
20,002
-1,271
-6% -$60.8K ﹤0.01% 4320
2024
Q1 		$1.06M Buy
21,273
+7,818
+58% +$368K ﹤0.01% 4311
2023
Q4 		$638K Sell
13,455
-2,019
-13% -$85.5K ﹤0.01% 4635
2023
Q3 		$637K Buy
15,474
+179
+1% +$7.7K ﹤0.01% 4346
2023
Q2 		$649K Sell
15,295
-1,866
-11% -$76.2K ﹤0.01% 4333
2023
Q1 		$713K Buy
17,161
+3,683
+27% +$159K ﹤0.01% 4275
2022
Q4 		$542K Buy
13,478
+13,437
+32,773% +$543K ﹤0.01% 4460
2022
Q3 		$1K Buy
+41
New +$1.68K ﹤0.01% 6310
2018
Q1 		– Sell
-16,293
Closed -$580K – 5436
2017
Q4 		$580K Sell
16,293
-2
-0% -$70 ﹤0.01% 4001
2017
Q3 		$563K Buy
16,295
+3,593
+28% +$118K ﹤0.01% 3788
2017
Q2 		$422K Sell
12,702
-448
-3% -$14.8K ﹤0.01% 3786
2017
Q1 		$435K Buy
+13,150
New +$440K ﹤0.01% 3774

Other funds holding DGRS

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) stake by 9.6% in Q1 2026, buying an estimated $74.9K and bringing the position to 15,993 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #4716.

JP Morgan Chase first reported a position in DGRS in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.06M in Q1 2024. 126 funds tracked by Wall St. Rank hold DGRS as of Q1 2026.

  • JP Morgan Chase held 15,993 shares of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund worth $836K as of Q1 2026.
  • JP Morgan Chase bought 1,395 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2026, an estimated $74.9K.
  • WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4716 holding.
  • JP Morgan Chase first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2017 and has held it in 19 quarters since.
  • JP Morgan Chase's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.06M in Q1 2024.
  • 126 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2026.

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