JP Morgan Chase
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JP Morgan Chase’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

JP Morgan Chase’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Sell
245,561
-17,606
-7% -$970K ﹤0.01% 2520
2026
Q1 		$13.6M Sell
263,167
-28,967
-10% -$1.56M ﹤0.01% 2406
2025
Q4 		$15.1M Sell
292,134
-46,699
-14% -$2.41M ﹤0.01% 2312
2025
Q3 		$17.7M Buy
338,833
+24,324
+8% +$1.26M ﹤0.01% 2195
2025
Q2 		$15.8M Buy
314,509
+2,064
+0.7% +$99.7K ﹤0.01% 2141
2025
Q1 		$15.5M Buy
312,445
+6,309
+2% +$322K ﹤0.01% 2142
2024
Q4 		$15.6M Sell
306,136
-22,071
-7% -$1.16M ﹤0.01% 2266
2024
Q3 		$16.8M Sell
328,207
-16,751
-5% -$819K ﹤0.01% 2148
2024
Q2 		$16.1M Sell
344,958
-1,069
-0.3% -$50.5K ﹤0.01% 2031
2024
Q1 		$16.9M Sell
346,027
-5,323
-2% -$244K ﹤0.01% 2020
2023
Q4 		$16.1M Buy
351,350
+26,093
+8% +$1.09M ﹤0.01% 2025
2023
Q3 		$13.3M Buy
325,257
+8,012
+3% +$342K ﹤0.01% 2012
2023
Q2 		$13.3M Sell
317,245
-226
-0.1% -$9.17K ﹤0.01% 2033
2023
Q1 		$13M Buy
317,471
+42,984
+16% +$1.83M ﹤0.01% 2037
2022
Q4 		$11.3M Buy
274,487
+26,781
+11% +$1.11M ﹤0.01% 2142
2022
Q3 		$9.33M Sell
247,706
-1,080
-0.4% -$44.5K ﹤0.01% 2201
2022
Q2 		$9.7M Sell
248,786
-9,926
-4% -$419K ﹤0.01% 2192
2022
Q1 		$11.5M Buy
258,712
+1,608
+0.6% +$70.3K ﹤0.01% 2236
2021
Q4 		$11.4M Buy
257,104
+7,952
+3% +$347K ﹤0.01% 2335
2021
Q3 		$10.3M Buy
249,152
+10,523
+4% +$442K ﹤0.01% 2358
2021
Q2 		$10M Buy
238,629
+9,509
+4% +$402K ﹤0.01% 2434
2021
Q1 		$9.26M Buy
229,120
+26,741
+13% +$1.02M ﹤0.01% 2428
2020
Q4 		$7.04M Sell
202,379
-14,476
-7% -$471K ﹤0.01% 2506
2020
Q3 		$6.25M Sell
216,855
-45,205
-17% -$1.33M ﹤0.01% 2379
2020
Q2 		$7.43M Sell
262,060
-59,168
-18% -$1.6M ﹤0.01% 2141
2020
Q1 		$7.76M Buy
321,228
+75,777
+31% +$2.55M ﹤0.01% 1928
2019
Q4 		$9.34M Buy
245,451
+10,100
+4% +$374K ﹤0.01% 2165
2019
Q3 		$8.55M Buy
235,351
+31,916
+16% +$1.14M ﹤0.01% 2255
2019
Q2 		$7.29M Buy
203,435
+6,198
+3% +$223K ﹤0.01% 2345
2019
Q1 		$7.06M Sell
197,237
-13,000
-6% -$454K ﹤0.01% 2328
2018
Q4 		$6.65M Sell
210,237
-11,194
-5% -$384K ﹤0.01% 2342
2018
Q3 		$8.17M Buy
221,431
+5,991
+3% +$221K ﹤0.01% 2365
2018
Q2 		$7.71M Sell
215,440
-10,261
-5% -$360K ﹤0.01% 2344
2018
Q1 		$7.7M Buy
225,701
+7,840
+4% +$274K ﹤0.01% 2212
2017
Q4 		$7.69M Sell
217,861
-200
-0.1% -$6.84K ﹤0.01% 2327
2017
Q3 		$7.25M Sell
218,061
-14,223
-6% -$464K ﹤0.01% 2260
2017
Q2 		$7.57M Buy
232,284
+1,173
+0.5% +$38K ﹤0.01% 2182
2017
Q1 		$7.51M Buy
231,111
+19,569
+9% +$631K ﹤0.01% 2131
2016
Q4 		$6.66M Buy
211,542
+291
+0.1% +$8.88K ﹤0.01% 2228
2016
Q3 		$6.4M Buy
211,251
+5,820
+3% +$177K ﹤0.01% 2077
2016
Q2 		$6.13M Buy
205,431
+12,546
+7% +$364K ﹤0.01% 2150
2016
Q1 		$5.54M Sell
192,885
-19,506
-9% -$515K ﹤0.01% 2149
2015
Q4 		$5.7M Sell
212,391
-47,646
-18% -$1.3M ﹤0.01% 2141
2015
Q3 		$6.72M Buy
260,037
+3,441
+1% +$93.2K ﹤0.01% 2038
2015
Q2 		$7.07M Buy
256,596
+9,876
+4% +$281K ﹤0.01% 2164
2015
Q1 		$7.08M Buy
246,720
+60,516
+32% +$1.71M ﹤0.01% 2125
2014
Q4 		$5.2M Buy
186,204
+9,678
+5% +$262K ﹤0.01% 2378
2014
Q3 		$4.61M Buy
176,526
+18,381
+12% +$494K ﹤0.01% 2414
2014
Q2 		$4.3M Buy
158,145
+16,995
+12% +$445K ﹤0.01% 2141
2014
Q1 		$3.63M Buy
141,150
+4,026
+3% +$100K ﹤0.01% 2265
2013
Q4 		$3.41M Sell
137,124
-21,342
-13% -$515K ﹤0.01% 2406
2013
Q3 		$3.67M Buy
158,466
+39,099
+33% +$896K ﹤0.01% 2389
2013
Q2 		$2.61M Buy
+119,367
New +$2.63M ﹤0.01% 2603

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree US MidCap Dividend Fund (DON) stake by 6.7% in Q2 2026, selling an estimated $970K and leaving 245,561 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

JP Morgan Chase first reported a position in DON in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.7M in Q3 2025. 474 funds tracked by Wall St. Rank hold DON as of Q2 2026.

  • JP Morgan Chase held 245,561 shares of WisdomTree US MidCap Dividend Fund worth $13.9M as of Q2 2026.
  • JP Morgan Chase sold 17,606 WisdomTree US MidCap Dividend Fund shares in Q2 2026, an estimated $970K.
  • WisdomTree US MidCap Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2520 holding.
  • JP Morgan Chase first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's WisdomTree US MidCap Dividend Fund position peaked at $17.7M in Q3 2025.
  • 474 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

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