JP Morgan Chase
EZM icon

JP Morgan Chase’s WisdomTree US MidCap Fund EZM Stock Holding History

JP Morgan Chase’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.86M Sell
119,997
-897
-0.7% -$62K ﹤0.01% 2907
2025
Q4 		$8.08M Sell
120,894
-3,554
-3% -$235K ﹤0.01% 2891
2025
Q3 		$8.2M Sell
124,448
-4,314
-3% -$279K ﹤0.01% 2899
2025
Q2 		$7.95M Sell
128,762
-26,316
-17% -$1.55M ﹤0.01% 2749
2025
Q1 		$9.24M Buy
155,078
+1,671
+1% +$104K ﹤0.01% 2617
2024
Q4 		$9.59M Buy
153,407
+33,628
+28% +$2.15M ﹤0.01% 2729
2024
Q3 		$7.47M Buy
119,779
+38,237
+47% +$2.29M ﹤0.01% 2877
2024
Q2 		$4.71M Buy
81,542
+4,581
+6% +$268K ﹤0.01% 3079
2024
Q1 		$4.7M Sell
76,961
-61,172
-44% -$3.51M ﹤0.01% 3159
2023
Q4 		$7.93M Buy
138,133
+131,693
+2,045% +$6.81M ﹤0.01% 2683
2023
Q3 		$327K Sell
6,440
-8
-0.1% -$426 ﹤0.01% 4739
2023
Q2 		$341K Buy
6,448
+138
+2% +$6.85K ﹤0.01% 4735
2023
Q1 		$314K Buy
6,310
+29
+0.5% +$1.5K ﹤0.01% 4784
2022
Q4 		$306K Buy
6,281
+2,511
+67% +$122K ﹤0.01% 4812
2022
Q3 		$166K Hold
3,770
– – ﹤0.01% 5040
2022
Q2 		$173K Buy
3,770
+559
+17% +$28.3K ﹤0.01% 5149
2022
Q1 		$176K Buy
3,211
+2,500
+352% +$136K ﹤0.01% 5256
2021
Q4 		$40K Hold
711
– – ﹤0.01% 6019
2021
Q3 		$37K Hold
711
– – ﹤0.01% 5910
2021
Q2 		$37K Hold
711
– – ﹤0.01% 5814
2021
Q1 		$36K Hold
711
– – ﹤0.01% 5602
2020
Q4 		$31K Sell
711
-81
-10% -$3.22K ﹤0.01% 5241
2020
Q3 		$27K Sell
792
-5,912
-88% -$203K ﹤0.01% 5095
2020
Q2 		$218K Hold
6,704
– – ﹤0.01% 4217
2020
Q1 		$177K Sell
6,704
-3,093
-32% -$114K ﹤0.01% 4319
2019
Q4 		$412K Buy
9,797
+711
+8% +$28.9K ﹤0.01% 4332
2019
Q3 		$358K Sell
9,086
-7
-0.1% -$274 ﹤0.01% 4334
2019
Q2 		$359K Buy
9,093
+607
+7% +$24.1K ﹤0.01% 4383
2019
Q1 		$334K Buy
8,486
+1,404
+20% +$54.3K ﹤0.01% 4396
2018
Q4 		$243K Buy
7,082
+1,995
+39% +$75K ﹤0.01% 4498
2018
Q3 		$210K Sell
5,087
-5,736
-53% -$238K ﹤0.01% 4674
2018
Q2 		$435K Buy
10,823
+2,034
+23% +$80.7K ﹤0.01% 4236
2018
Q1 		$340K Buy
8,789
+8,769
+43,845% +$348K ﹤0.01% 4173
2017
Q4 		$1K Sell
20
-22,747
-100% -$873K ﹤0.01% 5388
2017
Q3 		$845K Buy
22,767
+1,288
+6% +$46.3K ﹤0.01% 3598
2017
Q2 		$769K Buy
21,479
+1,540
+8% +$54.6K ﹤0.01% 3542
2017
Q1 		$703K Buy
19,939
+898
+5% +$31.5K ﹤0.01% 3563
2016
Q4 		$652K Sell
19,041
-1,149
-6% -$37.7K ﹤0.01% 3627
2016
Q3 		$644K Buy
20,190
+648
+3% +$20.5K ﹤0.01% 3313
2016
Q2 		$595K Buy
19,542
+3,438
+21% +$104K ﹤0.01% 3374
2016
Q1 		$484K Sell
16,104
-1,578
-9% -$43.9K ﹤0.01% 3353
2015
Q4 		$514K Sell
17,682
-678
-4% -$20.3K ﹤0.01% 3380
2015
Q3 		$526K Buy
18,360
+300
+2% +$9.16K ﹤0.01% 3389
2015
Q2 		$572K Buy
18,060
+831
+5% +$26.8K ﹤0.01% 3510
2015
Q1 		$554K Buy
17,229
+801
+5% +$25K ﹤0.01% 3495
2014
Q4 		$507K Buy
16,428
+1,152
+8% +$34.5K ﹤0.01% 3658
2014
Q3 		$446K Buy
15,276
+1,365
+10% +$41.3K ﹤0.01% 3716
2014
Q2 		$429K Buy
13,911
+570
+4% +$16.9K ﹤0.01% 3169
2014
Q1 		$395K Buy
13,341
+222
+2% +$6.4K ﹤0.01% 3210
2013
Q4 		$378K Sell
13,119
-732
-5% -$20.2K ﹤0.01% 3596
2013
Q3 		$364K Sell
13,851
-2,328
-14% -$59.6K ﹤0.01% 3781
2013
Q2 		$388K Buy
+16,179
New +$384K ﹤0.01% 3709

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree US MidCap Fund (EZM) stake by 0.74% in Q1 2026, selling an estimated $62K and leaving 119,997 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

JP Morgan Chase first reported a position in EZM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.59M in Q4 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • JP Morgan Chase held 119,997 shares of WisdomTree US MidCap Fund worth $7.86M as of Q1 2026.
  • JP Morgan Chase sold 897 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $62K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2907 holding.
  • JP Morgan Chase first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's WisdomTree US MidCap Fund position peaked at $9.59M in Q4 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

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