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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 68% in Q1 2026, buying an estimated $25.3K and bringing the position to 2,768 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #6112.

JP Morgan Chase first reported a position in HYZD in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.91M in Q1 2020. 58 funds tracked by Wall St. Rank hold HYZD as of Q1 2026.

JP Morgan Chase held 2,768 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $61K as of Q1 2026.
JP Morgan Chase bought 1,124 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q1 2026, an estimated $25.3K.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6112 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 4 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 Q1 2026.

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