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
-100,000
Closed -$10.6M – 7452
2024
Q3 		$10.6M Sell
100,000
-100,000
-50% -$7.36M ﹤0.01% 2554
2024
Q2 		$22.6M Buy
+200,000
New +$13.9M ﹤0.01% 1778
2021
Q1 		– Sell
-720,000
Closed -$10.5M – 6117
2020
Q4 		$10.5M Hold
720,000
– – ﹤0.01% 2178
2020
Q3 		$8.43M Hold
720,000
– – ﹤0.01% 2176
2020
Q2 		$7.21M Hold
720,000
– – ﹤0.01% 2166
2020
Q1 		$5.83M Sell
720,000
-191,000
-21% -$9.26M ﹤0.01% 2133
2019
Q4 		$12.7M Sell
911,000
-1,000,000
-52% -$50.9M ﹤0.01% 1926
2019
Q3 		$24M Buy
1,911,000
+321,000
+20% +$15.6M ﹤0.01% 1454
2019
Q2 		$21.8M Buy
1,590,000
+1,200,000
+308% +$57.5M ﹤0.01% 1510
2019
Q1 		$6.23M Buy
390,000
+90,000
+30% +$4.12M ﹤0.01% 2416
2018
Q4 		$3.72M Buy
+300,000
New +$13.6M ﹤0.01% 2804
2018
Q2 		– Sell
-19,800
Closed -$473K – 5563
2018
Q1 		$473K Sell
19,800
-580,200
-97% -$26.9M ﹤0.01% 4036
2017
Q4 		$17.8M Buy
+600,000
New +$27.1M ﹤0.01% 1667
2017
Q1 		– Sell
-84,052
Closed -$2.08M – 5085
2016
Q4 		$2.08M Sell
84,052
-1,275,510
-94% -$50.2M ﹤0.01% 3051
2016
Q3 		$15.6M Buy
1,359,562
+84,052
+7% +$3.29M ﹤0.01% 1525
2016
Q2 		$12.9M Sell
1,275,510
-388,436
-23% -$14.6M ﹤0.01% 1692
2016
Q1 		$20.9M Sell
1,663,946
-1,998,474
-55% -$69.8M 0.01% 1305
2015
Q4 		$47.3M Sell
3,662,420
-7,153,980
-66% -$258M 0.01% 824
2015
Q3 		$105M Buy
10,816,400
+240,400
+2% +$8.57M 0.03% 524
2015
Q2 		$387M Buy
10,576,000
+2,198,000
+26% +$82.4M 0.09% 248
2015
Q1 		$311M Buy
8,378,000
+739,600
+10% +$27.6M 0.07% 313
2014
Q4 		$286M Sell
7,638,400
-383,600
-5% -$14M 0.07% 337
2014
Q3 		$286M Buy
8,022,000
+5,618,326
+234% +$202M 0.07% 312
2014
Q2 		$86M Buy
+2,403,674
New +$83.7M 0.02% 632
2013
Q4 		– Sell
-2,000,000
Closed -$61.8M – 4123
2013
Q3 		$61.8M Buy
+2,000,000
New +$62.2M 0.02% 703

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.