JP Morgan Chase
DLN icon

JP Morgan Chase’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JP Morgan Chase’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4M Buy
187,412
+1,212
+0.7% +$110K ﹤0.01% 2248
2025
Q4 		$16.4M Buy
186,200
+21,546
+13% +$1.88M ﹤0.01% 2232
2025
Q3 		$14.3M Buy
164,654
+74
+0% +$6.26K ﹤0.01% 2392
2025
Q2 		$13.5M Sell
164,580
-15,250
-8% -$1.19M ﹤0.01% 2285
2025
Q1 		$14.3M Buy
179,830
+25,129
+16% +$2.01M ﹤0.01% 2218
2024
Q4 		$12M Buy
154,701
+9,540
+7% +$761K ﹤0.01% 2521
2024
Q3 		$11.4M Sell
145,161
-14,192
-9% -$1.07M ﹤0.01% 2491
2024
Q2 		$11.6M Sell
159,353
-170,357
-52% -$12.1M ﹤0.01% 2327
2024
Q1 		$23.8M Sell
329,710
-15,334
-4% -$1.05M ﹤0.01% 1764
2023
Q4 		$22.9M Buy
345,044
+100,474
+41% +$6.31M ﹤0.01% 1732
2023
Q3 		$15M Sell
244,570
-136,727
-36% -$8.73M ﹤0.01% 1913
2023
Q2 		$24.3M Sell
381,297
-29,279
-7% -$1.82M ﹤0.01% 1559
2023
Q1 		$25.4M Buy
410,576
+193,335
+89% +$12M ﹤0.01% 1494
2022
Q4 		$13.5M Buy
217,241
+35,006
+19% +$2.14M ﹤0.01% 1996
2022
Q3 		$10.1M Sell
182,235
-67,779
-27% -$4.11M ﹤0.01% 2145
2022
Q2 		$14.8M Buy
250,014
+5,451
+2% +$343K ﹤0.01% 1869
2022
Q1 		$16.1M Sell
244,563
-1,701
-0.7% -$110K ﹤0.01% 1948
2021
Q4 		$16.3M Buy
246,264
+4,004
+2% +$253K ﹤0.01% 1992
2021
Q3 		$14.4M Buy
242,260
+18,352
+8% +$1.13M ﹤0.01% 2041
2021
Q2 		$13.5M Sell
223,908
-23,494
-9% -$1.4M ﹤0.01% 2170
2021
Q1 		$14.2M Buy
247,402
+42,040
+20% +$2.31M ﹤0.01% 2040
2020
Q4 		$11M Buy
205,362
+15,726
+8% +$805K ﹤0.01% 2130
2020
Q3 		$9.13M Buy
189,636
+28,514
+18% +$1.38M ﹤0.01% 2107
2020
Q2 		$7.48M Buy
161,122
+25,126
+18% +$1.13M ﹤0.01% 2131
2020
Q1 		$5.5M Sell
135,996
-9,922
-7% -$486K ﹤0.01% 2175
2019
Q4 		$7.73M Buy
145,918
+28,952
+25% +$1.48M ﹤0.01% 2340
2019
Q3 		$5.79M Sell
116,966
-17,062
-13% -$832K ﹤0.01% 2587
2019
Q2 		$6.45M Buy
134,028
+14,730
+12% +$703K ﹤0.01% 2438
2019
Q1 		$5.62M Sell
119,298
-14,910
-11% -$678K ﹤0.01% 2493
2018
Q4 		$5.67M Buy
134,208
+131,822
+5,525% +$5.97M ﹤0.01% 2467
2018
Q3 		$114K Sell
2,386
-118
-5% -$5.54K ﹤0.01% 4898
2018
Q2 		$112K Hold
2,504
– – ﹤0.01% 4794
2018
Q1 		$111K Buy
2,504
+286
+13% +$13.2K ﹤0.01% 4558
2017
Q4 		$102K Buy
2,218
+650
+41% +$29.1K ﹤0.01% 4661
2017
Q3 		$68K Sell
1,568
-650
-29% -$27.7K ﹤0.01% 4405
2017
Q2 		$93K Buy
2,218
+64
+3% +$2.67K ﹤0.01% 4197
2017
Q1 		$89K Sell
2,154
-450
-17% -$18.4K ﹤0.01% 4364
2016
Q4 		$104K Buy
2,604
+786
+43% +$30.5K ﹤0.01% 4385
2016
Q3 		$70K Hold
1,818
– – ﹤0.01% 3949
2016
Q2 		$69K Sell
1,818
-590
-25% -$21.8K ﹤0.01% 3957
2016
Q1 		$89K Buy
2,408
+1,630
+210% +$56.6K ﹤0.01% 3774
2015
Q4 		$28K Buy
+778
New +$27.9K ﹤0.01% 4020
2014
Q2 		– Sell
-15,860
Closed -$536K – 3530
2014
Q1 		$536K Sell
15,860
-680
-4% -$22.3K ﹤0.01% 3113
2013
Q4 		$550K Sell
16,540
-62
-0.4% -$1.99K ﹤0.01% 3445
2013
Q3 		$508K Sell
16,602
-82
-0.5% -$2.53K ﹤0.01% 3628
2013
Q2 		$499K Buy
+16,684
New +$504K ﹤0.01% 3612

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.65% in Q1 2026, buying an estimated $110K and bringing the position to 187,412 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

JP Morgan Chase first reported a position in DLN in Q2 2013 and has held it in 46 quarters since. The position peaked at $25.4M in Q1 2023. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • JP Morgan Chase held 187,412 shares of WisdomTree US LargeCap Dividend Fund worth $16.4M as of Q1 2026.
  • JP Morgan Chase bought 1,212 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $110K.
  • WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2248 holding.
  • JP Morgan Chase first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 46 quarters since.
  • JP Morgan Chase's WisdomTree US LargeCap Dividend Fund position peaked at $25.4M in Q1 2023.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

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