JP Morgan Chase
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JP Morgan Chase’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

JP Morgan Chase’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.98M Buy
204,780
+11,906
+6% +$506K ﹤0.01% 2886
2025
Q4 		$7.95M Buy
192,874
+4,968
+3% +$203K ﹤0.01% 2903
2025
Q3 		$7.61M Sell
187,906
-47,779
-20% -$1.9M ﹤0.01% 2966
2025
Q2 		$9.49M Buy
235,685
+24,894
+12% +$935K ﹤0.01% 2604
2025
Q1 		$7.52M Sell
210,791
-67,535
-24% -$2.5M ﹤0.01% 2797
2024
Q4 		$10M Buy
278,326
+63,092
+29% +$2.37M ﹤0.01% 2692
2024
Q3 		$8.48M Buy
215,234
+27,304
+15% +$1.07M ﹤0.01% 2748
2024
Q2 		$7.34M Buy
187,930
+72,941
+63% +$2.83M ﹤0.01% 2733
2024
Q1 		$4.47M Sell
114,989
-41,852
-27% -$1.56M ﹤0.01% 3191
2023
Q4 		$5.8M Sell
156,841
-33,596
-18% -$1.16M ﹤0.01% 2958
2023
Q3 		$6.37M Sell
190,437
-24,728
-11% -$872K ﹤0.01% 2654
2023
Q2 		$7.71M Buy
215,165
+3,621
+2% +$129K ﹤0.01% 2516
2023
Q1 		$7.5M Buy
211,544
+204,180
+2,773% +$7.06M ﹤0.01% 2519
2022
Q4 		$237K Buy
7,364
+7,292
+10,128% +$225K ﹤0.01% 4948
2022
Q3 		$2K Buy
+72
New +$2.26K ﹤0.01% 6239

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 6.2% in Q1 2026, buying an estimated $506K and bringing the position to 204,780 shares worth $7.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2886.

JP Morgan Chase first reported a position in DNL in Q3 2022 and has held it in 15 quarters since. The position peaked at $10M in Q4 2024. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • JP Morgan Chase held 204,780 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $7.98M as of Q1 2026.
  • JP Morgan Chase bought 11,906 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $506K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2886 holding.
  • JP Morgan Chase first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $10M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

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