JP Morgan Chase
HYZD icon

JP Morgan Chase’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

JP Morgan Chase’s Portfolio HYZD Stock Details HYZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
23,456
+20,688
+747% +$466K ﹤0.01% 5060
2026
Q1 		$61K Buy
2,768
+1,124
+68% +$25.3K ﹤0.01% 6112
2025
Q4 		$37K Buy
+1,644
New +$37K ﹤0.01% 6333
2024
Q3 		– Sell
-65,733
Closed -$1.44M – 7527
2024
Q2 		$1.44M Buy
+65,733
New +$1.44M ﹤0.01% 4021
2020
Q2 		– Sell
-102,505
Closed -$1.91M – 5517
2020
Q1 		$1.91M Buy
+102,505
New +$2.24M ﹤0.01% 3000

Other funds holding HYZD

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 747% in Q2 2026, buying an estimated $466K and bringing the position to 23,456 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #5060.

JP Morgan Chase first reported a position in HYZD in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.91M in Q1 2020. 58 funds tracked by Wall St. Rank hold HYZD as of Q2 2026.

  • JP Morgan Chase held 23,456 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $527K as of Q2 2026.
  • JP Morgan Chase bought 20,688 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q2 2026, an estimated $466K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5060 holding.
  • JP Morgan Chase first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q1 2020 and has held it in 5 quarters since.
  • JP Morgan Chase's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.91M in Q1 2020.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q2 2026.

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