JP Morgan Chase
DWM icon

JP Morgan Chase’s WisdomTree International Equity Fund DWM Stock Holding History

JP Morgan Chase’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$812K Buy
11,951
+427
+4% +$30.6K ﹤0.01% 4729
2025
Q4 		$792K Sell
11,524
-531
-4% -$35.6K ﹤0.01% 4749
2025
Q3 		$798K Sell
12,055
-2,087
-15% -$136K ﹤0.01% 4748
2025
Q2 		$899K Sell
14,142
-871
-6% -$52.9K ﹤0.01% 4448
2025
Q1 		$873K Sell
15,013
-3,494
-19% -$197K ﹤0.01% 4442
2024
Q4 		$975K Buy
18,507
+252
+1% +$13.8K ﹤0.01% 4652
2024
Q3 		$1.05M Buy
18,255
+6,572
+56% +$366K ﹤0.01% 4437
2024
Q2 		$628K Sell
11,683
-6,009
-34% -$329K ﹤0.01% 4555
2024
Q1 		$970K Sell
17,692
-3,118
-15% -$165K ﹤0.01% 4371
2023
Q4 		$1.09M Buy
20,810
+10,006
+93% +$494K ﹤0.01% 4271
2023
Q3 		$522K Buy
10,804
+222
+2% +$11.1K ﹤0.01% 4449
2023
Q2 		$529K Sell
10,582
-19,843
-65% -$1M ﹤0.01% 4449
2023
Q1 		$1.51M Buy
30,425
+2,953
+11% +$146K ﹤0.01% 3740
2022
Q4 		$1.29M Buy
27,472
+27,253
+12,444% +$1.22M ﹤0.01% 3881
2022
Q3 		$9K Buy
219
+99
+83% +$4.43K ﹤0.01% 5981
2022
Q2 		$5K Buy
+120
New +$5.96K ﹤0.01% 6155
2021
Q2 		– Sell
-22
Closed -$1K – 6399
2021
Q1 		$1K Sell
22
-192
-90% -$10K ﹤0.01% 5969
2020
Q4 		$11K Hold
214
– – ﹤0.01% 5373
2020
Q3 		$10K Buy
214
+97
+83% +$4.48K ﹤0.01% 5252
2020
Q2 		$5K Buy
117
+95
+432% +$4.03K ﹤0.01% 5182
2020
Q1 		$1K Sell
22
-406
-95% -$19.5K ﹤0.01% 5203
2019
Q4 		$23K Sell
428
-2,858
-87% -$148K ﹤0.01% 5299
2019
Q3 		$163K Sell
3,286
-54
-2% -$2.68K ﹤0.01% 4719
2019
Q2 		$170K Buy
3,340
+1,238
+59% +$63K ﹤0.01% 4724
2019
Q1 		$106K Buy
2,102
+41
+2% +$2.04K ﹤0.01% 4864
2018
Q4 		$96K Buy
2,061
+455
+28% +$22.4K ﹤0.01% 4867
2018
Q3 		$85K Sell
1,606
-21
-1% -$1.12K ﹤0.01% 5008
2018
Q2 		$86K Buy
1,627
+1,007
+162% +$55.7K ﹤0.01% 4890
2018
Q1 		$34K Sell
620
-8
-1% -$451 ﹤0.01% 4931
2017
Q4 		$35K Sell
628
-37
-6% -$2.04K ﹤0.01% 5007
2017
Q3 		$36K Sell
665
-62
-9% -$3.31K ﹤0.01% 4532
2017
Q2 		$38K Sell
727
-29
-4% -$1.5K ﹤0.01% 4402
2017
Q1 		$38K Buy
756
+43
+6% +$2.08K ﹤0.01% 4590
2016
Q4 		$33K Sell
713
-214
-23% -$9.86K ﹤0.01% 4613
2016
Q3 		$44K Sell
927
-628
-40% -$29.2K ﹤0.01% 4064
2016
Q2 		$70K Buy
1,555
+286
+23% +$13.1K ﹤0.01% 3953
2016
Q1 		$58K Sell
1,269
-102
-7% -$4.5K ﹤0.01% 3864
2015
Q4 		$64K Buy
+1,371
New +$65.4K ﹤0.01% 3868
2014
Q3 		– Sell
-5,533
Closed -$310K – 4197
2014
Q2 		$310K Buy
5,533
+1,599
+41% +$89.3K ﹤0.01% 3257
2014
Q1 		$215K Buy
+3,934
New +$211K ﹤0.01% 3398

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree International Equity Fund (DWM) stake by 3.7% in Q1 2026, buying an estimated $30.6K and bringing the position to 11,951 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #4729.

JP Morgan Chase first reported a position in DWM in Q1 2014 and has held it in 40 quarters since. The position peaked at $1.51M in Q1 2023. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • JP Morgan Chase held 11,951 shares of WisdomTree International Equity Fund worth $812K as of Q1 2026.
  • JP Morgan Chase bought 427 WisdomTree International Equity Fund shares in Q1 2026, an estimated $30.6K.
  • WisdomTree International Equity Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4729 holding.
  • JP Morgan Chase first reported a position in WisdomTree International Equity Fund in Q1 2014 and has held it in 40 quarters since.
  • JP Morgan Chase's WisdomTree International Equity Fund position peaked at $1.51M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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