JP Morgan Chase
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JP Morgan Chase’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

JP Morgan Chase’s Portfolio EPI Stock Details EPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Sell
837,066
-323,300
-28% -$13.8M ﹤0.01% 1735
2026
Q1 		$45.9M Buy
1,160,366
+62,950
+6% +$2.78M ﹤0.01% 1448
2025
Q4 		$50.8M Buy
1,097,416
+478,280
+77% +$21.9M ﹤0.01% 1354
2025
Q3 		$27.4M Sell
619,136
-124,576
-17% -$5.65M ﹤0.01% 1842
2025
Q2 		$35.3M Buy
743,712
+47,472
+7% +$2.15M ﹤0.01% 1553
2025
Q1 		$30.4M Buy
696,240
+27,731
+4% +$1.19M ﹤0.01% 1604
2024
Q4 		$30.3M Buy
668,509
+31,902
+5% +$1.51M ﹤0.01% 1664
2024
Q3 		$32.1M Buy
636,607
+26,885
+4% +$1.33M ﹤0.01% 1620
2024
Q2 		$29.4M Buy
609,722
+120,128
+25% +$5.48M ﹤0.01% 1565
2024
Q1 		$21.3M Buy
489,594
+313,727
+178% +$13.5M ﹤0.01% 1833
2023
Q4 		$7.21M Buy
175,867
+41,154
+31% +$1.56M ﹤0.01% 2779
2023
Q3 		$4.95M Buy
134,713
+46,102
+52% +$1.67M ﹤0.01% 2853
2023
Q2 		$3.08M Sell
88,611
-16,266
-16% -$539K ﹤0.01% 3228
2023
Q1 		$3.31M Buy
104,877
+16,414
+19% +$528K ﹤0.01% 3143
2022
Q4 		$2.88M Sell
88,463
-936
-1% -$30.3K ﹤0.01% 3276
2022
Q3 		$2.73M Sell
89,399
-77,065
-46% -$2.45M ﹤0.01% 3219
2022
Q2 		$4.94M Buy
166,464
+12,188
+8% +$415K ﹤0.01% 2803
2022
Q1 		$5.56M Buy
154,276
+12,626
+9% +$458K ﹤0.01% 2928
2021
Q4 		$5.17M Buy
141,650
+55,800
+65% +$2.09M ﹤0.01% 3022
2021
Q3 		$3.21M Sell
85,850
-9,111
-10% -$324K ﹤0.01% 3399
2021
Q2 		$3.21M Sell
94,961
-26,795
-22% -$873K ﹤0.01% 3420
2021
Q1 		$3.84M Sell
121,756
-91,224
-43% -$2.84M ﹤0.01% 3202
2020
Q4 		$6.22M Sell
212,980
-28,580
-12% -$745K ﹤0.01% 2616
2020
Q3 		$5.65M Sell
241,560
-229,213
-49% -$5.21M ﹤0.01% 2467
2020
Q2 		$9.43M Sell
470,773
-517,548
-52% -$9.43M ﹤0.01% 1943
2020
Q1 		$16M Buy
988,321
+649,095
+191% +$14.5M ﹤0.01% 1396
2019
Q4 		$8.44M Sell
339,226
-270,681
-44% -$6.57M ﹤0.01% 2260
2019
Q3 		$14.5M Buy
609,907
+283,142
+87% +$6.8M ﹤0.01% 1834
2019
Q2 		$8.56M Sell
326,765
-104,400
-24% -$2.71M ﹤0.01% 2222
2019
Q1 		$11.4M Buy
431,165
+237,933
+123% +$5.84M ﹤0.01% 1939
2018
Q4 		$4.79M Sell
193,232
-361,974
-65% -$8.46M ﹤0.01% 2599
2018
Q3 		$13.4M Buy
555,206
+17,429
+3% +$454K ﹤0.01% 1966
2018
Q2 		$13.5M Buy
537,777
+203,495
+61% +$5.29M ﹤0.01% 1899
2018
Q1 		$8.77M Sell
334,282
-213,372
-39% -$5.87M ﹤0.01% 2120
2017
Q4 		$15.2M Buy
547,654
+160,577
+41% +$4.28M ﹤0.01% 1787
2017
Q3 		$9.63M Buy
387,077
+4,112
+1% +$107K ﹤0.01% 2019
2017
Q2 		$9.39M Buy
382,965
+180,621
+89% +$4.48M ﹤0.01% 2015
2017
Q1 		$4.88M Sell
202,344
-1,442,265
-88% -$32.1M ﹤0.01% 2443
2016
Q4 		$33.2M Buy
1,644,609
+130,822
+9% +$2.72M 0.01% 1138
2016
Q3 		$32.7M Sell
1,513,787
-169,110
-10% -$3.62M 0.01% 1056
2016
Q2 		$34M Buy
1,682,897
+338,995
+25% +$6.64M 0.01% 1035
2016
Q1 		$26.2M Buy
1,343,902
+1,000,110
+291% +$18.2M 0.01% 1162
2015
Q4 		$6.83M Sell
343,792
-5,150
-1% -$103K ﹤0.01% 2034
2015
Q3 		$6.95M Buy
348,942
+20,337
+6% +$423K ﹤0.01% 2019
2015
Q2 		$7.12M Buy
328,605
+111,795
+52% +$2.46M ﹤0.01% 2161
2015
Q1 		$4.94M Sell
216,810
-292,659
-57% -$6.83M ﹤0.01% 2360
2014
Q4 		$11.2M Buy
509,469
+406,819
+396% +$9.14M ﹤0.01% 1869
2014
Q3 		$2.25M Sell
102,650
-46,794
-31% -$1.05M ﹤0.01% 2850
2014
Q2 		$3.36M Sell
149,444
-748,778
-83% -$15.6M ﹤0.01% 2272
2014
Q1 		$17M Buy
898,222
+200,753
+29% +$3.43M ﹤0.01% 1418
2013
Q4 		$12.2M Sell
697,469
-927,187
-57% -$15.4M ﹤0.01% 1652
2013
Q3 		$24.9M Buy
1,624,656
+258,020
+19% +$4M 0.01% 1175
2013
Q2 		$22.1M Buy
+1,366,636
New +$24.3M 0.01% 1194

Other funds holding EPI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree India Earnings Fund ETF (EPI) stake by 28% in Q2 2026, selling an estimated $13.8M and leaving 837,066 shares worth $35.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

JP Morgan Chase first reported a position in EPI in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.8M in Q4 2025. 250 funds tracked by Wall St. Rank hold EPI as of Q2 2026.

  • JP Morgan Chase held 837,066 shares of WisdomTree India Earnings Fund ETF worth $35.7M as of Q2 2026.
  • JP Morgan Chase sold 323,300 WisdomTree India Earnings Fund ETF shares in Q2 2026, an estimated $13.8M.
  • WisdomTree India Earnings Fund ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1735 holding.
  • JP Morgan Chase first reported a position in WisdomTree India Earnings Fund ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's WisdomTree India Earnings Fund ETF position peaked at $50.8M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2026.

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