JP Morgan Chase
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JP Morgan Chase’s WisdomTree US LargeCap Fund EPS Stock Holding History

JP Morgan Chase’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1M Buy
167,727
+29,607
+21% +$2.1M ﹤0.01% 2582
2025
Q4 		$9.79M Sell
138,120
-158
-0.1% -$11.1K ﹤0.01% 2703
2025
Q3 		$9.53M Buy
138,278
+182
+0.1% +$12.1K ﹤0.01% 2758
2025
Q2 		$8.84M Buy
138,096
+6,089
+5% +$363K ﹤0.01% 2667
2025
Q1 		$7.83M Buy
132,007
+941
+0.7% +$58.2K ﹤0.01% 2766
2024
Q4 		$8.02M Buy
131,066
+4,252
+3% +$263K ﹤0.01% 2910
2024
Q3 		$7.61M Buy
126,814
+14,784
+13% +$855K ﹤0.01% 2855
2024
Q2 		$6.37M Buy
112,030
+45,902
+69% +$2.53M ﹤0.01% 2841
2024
Q1 		$3.66M Sell
66,128
-51,088
-44% -$2.68M ﹤0.01% 3358
2023
Q4 		$5.87M Buy
117,216
+86,822
+286% +$4.1M ﹤0.01% 2949
2023
Q3 		$1.39M Buy
30,394
+1,487
+5% +$70.3K ﹤0.01% 3839
2023
Q2 		$1.35M Sell
28,907
-33,827
-54% -$1.51M ﹤0.01% 3826
2023
Q1 		$2.74M Buy
62,734
+3,520
+6% +$152K ﹤0.01% 3307
2022
Q4 		$2.46M Buy
59,214
+42,077
+246% +$1.75M ﹤0.01% 3407
2022
Q3 		$658K Hold
17,137
– – ﹤0.01% 4284
2022
Q2 		$699K Buy
17,137
+3,137
+22% +$139K ﹤0.01% 4344
2022
Q1 		$677K Buy
+14,000
New +$670K ﹤0.01% 4509
2019
Q3 		– Sell
-513
Closed -$17K – 5780
2019
Q2 		$17K Buy
513
+36
+8% +$1.17K ﹤0.01% 5474
2019
Q1 		$15K Buy
477
+238
+100% +$7.32K ﹤0.01% 5456
2018
Q4 		$7K Buy
+239
New +$7.3K ﹤0.01% 5488

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree US LargeCap Fund (EPS) stake by 21% in Q1 2026, buying an estimated $2.1M and bringing the position to 167,727 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

JP Morgan Chase first reported a position in EPS in Q4 2018 and has held it in 20 quarters since. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • JP Morgan Chase held 167,727 shares of WisdomTree US LargeCap Fund worth $11.1M as of Q1 2026.
  • JP Morgan Chase bought 29,607 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $2.1M.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2582 holding.
  • JP Morgan Chase first reported a position in WisdomTree US LargeCap Fund in Q4 2018 and has held it in 20 quarters since.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

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