JP Morgan Chase’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

JP Morgan Chase’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	25,437 +9,044	+55%	+$600K	﹤0.01%	4384
2026 Q1	$974K	Buy	16,393 +4,963	+43%	+$337K	﹤0.01%	4632
2025 Q4	$704K	Buy	11,430 +7,573	+196%	+$454K	﹤0.01%	4827
2025 Q3	$221K	Buy	+3,857	New	+$195K	﹤0.01%	5461

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 55% in Q2 2026, buying an estimated $600K and bringing the position to 25,437 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4384.

JP Morgan Chase first reported a position in GDE in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

JP Morgan Chase held 25,437 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $1.55M as of Q2 2026.
JP Morgan Chase bought 9,044 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $600K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4384 holding.
JP Morgan Chase first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

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