JP Morgan Chase
EES icon

JP Morgan Chase’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

JP Morgan Chase’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.34M Buy
49,359
+561
+1% +$35.6K ﹤0.01% 3798
2026
Q1 		$2.78M Buy
48,798
+4,002
+9% +$237K ﹤0.01% 3845
2025
Q4 		$2.55M Sell
44,796
-119
-0.3% -$6.65K ﹤0.01% 3896
2025
Q3 		$2.51M Buy
44,915
+835
+2% +$45.2K ﹤0.01% 3907
2025
Q2 		$2.25M Sell
44,080
-8,159
-16% -$394K ﹤0.01% 3822
2025
Q1 		$2.55M Buy
52,239
+619
+1% +$32.6K ﹤0.01% 3690
2024
Q4 		$2.78M Sell
51,620
-7,680
-13% -$421K ﹤0.01% 3899
2024
Q3 		$3.13M Buy
59,300
+14,812
+33% +$751K ﹤0.01% 3608
2024
Q2 		$2.1M Buy
44,488
+13,139
+42% +$629K ﹤0.01% 3748
2024
Q1 		$1.57M Sell
31,349
-28,879
-48% -$1.39M ﹤0.01% 4035
2023
Q4 		$3M Buy
60,228
+49,090
+441% +$2.17M ﹤0.01% 3519
2023
Q3 		$482K Sell
11,138
-160
-1% -$7.28K ﹤0.01% 4506
2023
Q2 		$506K Sell
11,298
-697
-6% -$29.7K ﹤0.01% 4486
2023
Q1 		$518K Buy
11,995
+750
+7% +$34K ﹤0.01% 4474
2022
Q4 		$479K Buy
11,245
+7,798
+226% +$337K ﹤0.01% 4553
2022
Q3 		$135K Sell
3,447
-819
-19% -$35.7K ﹤0.01% 5144
2022
Q2 		$175K Buy
4,266
+604
+16% +$26.9K ﹤0.01% 5145
2022
Q1 		$176K Buy
3,662
+3,147
+611% +$153K ﹤0.01% 5255
2021
Q4 		$26K Hold
515
– – ﹤0.01% 6144
2021
Q3 		$25K Sell
515
-75
-13% -$3.63K ﹤0.01% 5998
2021
Q2 		$29K Buy
590
+75
+15% +$3.68K ﹤0.01% 5867
2021
Q1 		$24K Hold
515
– – ﹤0.01% 5674
2020
Q4 		$20K Hold
515
– – ﹤0.01% 5300
2020
Q3 		$15K Sell
515
-2,383
-82% -$71.9K ﹤0.01% 5196
2020
Q2 		$82K Buy
2,898
+883
+44% +$23K ﹤0.01% 4650
2020
Q1 		$45K Buy
2,015
+515
+34% +$16.6K ﹤0.01% 4754
2019
Q4 		$58K Hold
1,500
– – ﹤0.01% 5076
2019
Q3 		$53K Hold
1,500
– – ﹤0.01% 5152
2019
Q2 		$53K Hold
1,500
– – ﹤0.01% 5144
2019
Q1 		$54K Hold
1,500
– – ﹤0.01% 5100
2018
Q4 		$48K Buy
+1,500
New +$53.5K ﹤0.01% 5089
2016
Q1 		– Sell
-17,550
Closed -$443K – 4727
2015
Q4 		$443K Sell
17,550
-306
-2% -$7.97K ﹤0.01% 3434
2015
Q3 		$437K Buy
17,856
+264
+2% +$6.97K ﹤0.01% 3462
2015
Q2 		$497K Buy
17,592
+798
+5% +$22.7K ﹤0.01% 3560
2015
Q1 		$473K Buy
16,794
+831
+5% +$22.6K ﹤0.01% 3553
2014
Q4 		$440K Sell
15,963
-8,217
-34% -$218K ﹤0.01% 3721
2014
Q3 		$613K Buy
24,180
+2,448
+11% +$65.3K ﹤0.01% 3569
2014
Q2 		$599K Buy
21,732
+180
+0.8% +$4.81K ﹤0.01% 3053
2014
Q1 		$586K Buy
21,552
+234
+1% +$6.23K ﹤0.01% 3079
2013
Q4 		$580K Buy
21,318
+7,626
+56% +$197K ﹤0.01% 3414
2013
Q3 		$338K Sell
13,692
-2,751
-17% -$65.8K ﹤0.01% 3817
2013
Q2 		$366K Buy
+16,443
New +$355K ﹤0.01% 3737

Other funds holding EES

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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 EES Position: Q2 2026 in Review

JP Morgan Chase increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.1% in Q2 2026, buying an estimated $35.6K and bringing the position to 49,359 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

JP Morgan Chase first reported a position in EES in Q2 2013 and has held it in 42 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • JP Morgan Chase held 49,359 shares of WisdomTree US SmallCap Earnings Fund worth $3.34M as of Q2 2026.
  • JP Morgan Chase bought 561 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $35.6K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3798 holding.
  • JP Morgan Chase first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 42 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

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