JP Morgan Chase
DTD icon

JP Morgan Chase’s WisdomTree US Total Dividend Fund DTD Stock Holding History

JP Morgan Chase’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200,000
Closed -$21.2M – 7451
2024
Q3 		$21.2M Hold
200,000
– – ﹤0.01% 1940
2024
Q2 		$22.6M Buy
+200,000
New +$13.9M ﹤0.01% 1777
2021
Q1 		– Sell
-1,000,000
Closed -$14.6M – 6116
2020
Q4 		$14.6M Hold
1,000,000
– – ﹤0.01% 1890
2020
Q3 		$11.7M Hold
1,000,000
– – ﹤0.01% 1919
2020
Q2 		$10M Hold
1,000,000
– – ﹤0.01% 1894
2020
Q1 		$8.1M Sell
1,000,000
-390,000
-28% -$18.9M ﹤0.01% 1899
2019
Q4 		$18.6M Sell
1,390,000
-1,000
-0.1% -$50.9K ﹤0.01% 1653
2019
Q3 		$17.8M Buy
1,391,000
+1,000
+0.1% +$48.7K ﹤0.01% 1679
2019
Q2 		$19.2M Buy
1,390,000
+1,000,000
+256% +$47.9M ﹤0.01% 1588
2019
Q1 		$6.23M Buy
390,000
+90,000
+30% +$4.12M ﹤0.01% 2415
2018
Q4 		$3.72M Buy
+300,000
New +$13.6M ﹤0.01% 2803
2017
Q4 		– Sell
-1,200,000
Closed -$32.9M – 5456
2017
Q3 		$32.9M Buy
+1,200,000
New +$51.6M 0.01% 1175
2017
Q2 		– Sell
-1,000,000
Closed -$12.1M – 5008
2017
Q1 		$12.1M Buy
1,000,000
+95,684
+11% +$3.98M ﹤0.01% 1798
2016
Q4 		$22.4M Buy
904,316
+200,000
+28% +$7.86M 0.01% 1395
2016
Q3 		$15.1M Buy
+704,316
New +$27.6M ﹤0.01% 1538
2016
Q2 		– Sell
-2,407,420
Closed -$53M – 4815
2016
Q1 		$53M Sell
2,407,420
-3,222,596
-57% -$113M 0.01% 784
2015
Q4 		$123M Buy
5,630,016
+2,375,942
+73% +$85.7M 0.03% 500
2015
Q3 		$38.2M Buy
3,254,074
+2,803,674
+622% +$99.9M 0.01% 914
2015
Q2 		$16.5M Buy
450,400
+449,800
+74,967% +$16.9M ﹤0.01% 1534
2015
Q1 		$22K Sell
600
-7,200
-92% -$269K ﹤0.01% 3982
2014
Q4 		$292K Sell
7,800
-297,400
-97% -$10.9M ﹤0.01% 3881
2014
Q3 		$10.9M Buy
+305,200
New +$10.9M ﹤0.01% 1855
2014
Q2 		– Sell
-750,750
Closed -$25.6M – 3531
2014
Q1 		$25.6M Hold
750,750
– – 0.01% 1187
2013
Q4 		$25.2M Hold
750,750
– – 0.01% 1192
2013
Q3 		$23.2M Buy
+750,750
New +$23.3M 0.01% 1246

Other funds holding DTD

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree US Total Dividend Fund (DTD) stake by 5% in Q2 2026, buying an estimated $328K and bringing the position to 75,908 shares worth $7.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

JP Morgan Chase first reported a position in DTD in Q1 2017 and has held it in 34 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

  • JP Morgan Chase held 75,908 shares of WisdomTree US Total Dividend Fund worth $7.09M as of Q2 2026.
  • JP Morgan Chase bought 3,588 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $328K.
  • WisdomTree US Total Dividend Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3124 holding.
  • JP Morgan Chase first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 34 quarters since.
  • 211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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