JP Morgan Chase
DLS icon

JP Morgan Chase’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

JP Morgan Chase’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$344K Buy
4,111
+313
+8% +$27K ﹤0.01% 5315
2026
Q1 		$301K Buy
3,798
+124
+3% +$10.5K ﹤0.01% 5277
2025
Q4 		$298K Sell
3,674
-1
-0% -$79 ﹤0.01% 5320
2025
Q3 		$292K Sell
3,675
-50
-1% -$3.89K ﹤0.01% 5312
2025
Q2 		$280K Sell
3,725
-3,251
-47% -$228K ﹤0.01% 5064
2025
Q1 		$460K Sell
6,976
-3,835
-35% -$250K ﹤0.01% 4835
2024
Q4 		$681K Buy
10,811
+827
+8% +$53.8K ﹤0.01% 4885
2024
Q3 		$689K Sell
9,984
-8,049
-45% -$533K ﹤0.01% 4709
2024
Q2 		$1.14M Sell
18,033
-8,911
-33% -$578K ﹤0.01% 4181
2024
Q1 		$1.76M Buy
26,944
+9,662
+56% +$612K ﹤0.01% 3943
2023
Q4 		$1.1M Buy
17,282
+2,108
+14% +$123K ﹤0.01% 4262
2023
Q3 		$872K Sell
15,174
-204
-1% -$12.2K ﹤0.01% 4142
2023
Q2 		$914K Buy
15,378
+6,191
+67% +$378K ﹤0.01% 4127
2023
Q1 		$560K Buy
9,187
+5,413
+143% +$332K ﹤0.01% 4425
2022
Q4 		$219K Buy
+3,774
New +$210K ﹤0.01% 4989
2022
Q3 		– Sell
-246
Closed -$14K – 6530
2022
Q2 		$14K Sell
246
-40
-14% -$2.56K ﹤0.01% 5965
2022
Q1 		$20K Buy
+286
New +$20.1K ﹤0.01% 6068
2020
Q3 		– Sell
-108
Closed -$6K – 5527
2020
Q2 		$6K Sell
108
-900
-89% -$47.6K ﹤0.01% 5167
2020
Q1 		$48K Buy
1,008
+866
+610% +$54K ﹤0.01% 4736
2019
Q4 		$10K Sell
142
-45
-24% -$3.03K ﹤0.01% 5393
2019
Q3 		$12K Sell
187
-15
-7% -$948 ﹤0.01% 5481
2019
Q2 		$13K Sell
202
-3,723
-95% -$245K ﹤0.01% 5518
2019
Q1 		$258K Sell
3,925
-1,343
-25% -$87K ﹤0.01% 4514
2018
Q4 		$318K Sell
5,268
-38
-0.7% -$2.46K ﹤0.01% 4361
2018
Q3 		$377K Sell
5,306
-576
-10% -$41.1K ﹤0.01% 4411
2018
Q2 		$423K Sell
5,882
-9,104
-61% -$693K ﹤0.01% 4252
2018
Q1 		$1.15M Buy
14,986
+319
+2% +$24.8K ﹤0.01% 3600
2017
Q4 		$1.13M Sell
14,667
-186
-1% -$13.9K ﹤0.01% 3654
2017
Q3 		$1.09M Buy
14,853
+4,653
+46% +$335K ﹤0.01% 3472
2017
Q2 		$709K Buy
10,200
+448
+5% +$30.7K ﹤0.01% 3586
2017
Q1 		$638K Buy
9,752
+3,285
+51% +$209K ﹤0.01% 3606
2016
Q4 		$388K Sell
6,467
-4,797
-43% -$288K ﹤0.01% 3889
2016
Q3 		$691K Sell
11,264
-647
-5% -$38.5K ﹤0.01% 3287
2016
Q2 		$668K Sell
11,911
-805
-6% -$47.5K ﹤0.01% 3323
2016
Q1 		$748K Sell
12,716
-2,031
-14% -$112K ﹤0.01% 3183
2015
Q4 		$857K Sell
14,747
-2,507
-15% -$145K ﹤0.01% 3173
2015
Q3 		$952K Buy
17,254
+464
+3% +$27K ﹤0.01% 3132
2015
Q2 		$1.01M Buy
16,790
+1,150
+7% +$71.8K ﹤0.01% 3276
2015
Q1 		$927K Sell
15,640
-40
-0.3% -$2.31K ﹤0.01% 3258
2014
Q4 		$871K Sell
15,680
-3,580
-19% -$204K ﹤0.01% 3423
2014
Q3 		$1.14M Buy
19,260
+613
+3% +$38.8K ﹤0.01% 3257
2014
Q2 		$1.21M Buy
18,647
+1,167
+7% +$75.7K ﹤0.01% 2778
2014
Q1 		$1.14M Buy
17,480
+196
+1% +$12.4K ﹤0.01% 2793
2013
Q4 		$1.09M Buy
17,284
+907
+6% +$55.7K ﹤0.01% 3115
2013
Q3 		$984K Buy
16,377
+1,544
+10% +$87.8K ﹤0.01% 3281
2013
Q2 		$775K Buy
+14,833
New +$831K ﹤0.01% 3403

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 8.2% in Q2 2026, buying an estimated $27K and bringing the position to 4,111 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #5315.

JP Morgan Chase first reported a position in DLS in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.76M in Q1 2024. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • JP Morgan Chase held 4,111 shares of WisdomTree International SmallCap Dividend Fund worth $344K as of Q2 2026.
  • JP Morgan Chase bought 313 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $27K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5315 holding.
  • JP Morgan Chase first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2013 and has held it in 46 quarters since.
  • JP Morgan Chase's WisdomTree International SmallCap Dividend Fund position peaked at $1.76M in Q1 2024.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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