JP Morgan Chase
DWMF icon

JP Morgan Chase’s WisdomTree International Multifactor Fund DWMF Stock Holding History

JP Morgan Chase’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-185
Closed -$5.22K – 7457
2024
Q3 		$5.22K Sell
185
-1,914
-91% -$52.3K ﹤0.01% 6477
2024
Q2 		$54.9K Sell
2,099
-3,752
-64% -$99.5K ﹤0.01% 5813
2024
Q1 		$155K Sell
5,851
-338
-5% -$8.67K ﹤0.01% 5477
2023
Q4 		$157K Buy
6,189
+99
+2% +$2.45K ﹤0.01% 5520
2023
Q3 		$150K Buy
6,090
+156
+3% +$3.89K ﹤0.01% 5244
2023
Q2 		$149K Buy
5,934
+1,622
+38% +$41.3K ﹤0.01% 5258
2023
Q1 		$108K Buy
4,312
+1,837
+74% +$45.2K ﹤0.01% 5389
2022
Q4 		$58K Buy
+2,475
New +$57.7K ﹤0.01% 5568

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

JP Morgan Chase's DWMF Position: Q4 2024 in Review

JP Morgan Chase sold out of WisdomTree International Multifactor Fund (DWMF) in Q4 2024, closing a stake of 185 shares — an estimated $5.22K sold.

JP Morgan Chase first reported a position in DWMF in Q4 2022 and held it in 8 quarters. The position peaked at $157K in Q4 2023. 15 funds tracked by Wall St. Rank hold DWMF as of Q4 2024.

  • JP Morgan Chase reported no remaining WisdomTree International Multifactor Fund position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 185 WisdomTree International Multifactor Fund shares in Q4 2024, an estimated $5.22K.
  • JP Morgan Chase first reported a position in WisdomTree International Multifactor Fund in Q4 2022 and held it in 8 quarters.
  • JP Morgan Chase's WisdomTree International Multifactor Fund position peaked at $157K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.