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 Q3	$1.9M	Buy	85,256 +61,800	+263%	+$1.4M	﹤0.01%	4301
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cedrus Wealth Group LLC Andover, Minnesota $129M AUM 13.93% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase's HYZD Position: Q3 2026 in Review

JP Morgan Chase increased its WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) stake by 263% in Q3 2026, buying an estimated $1.4M and bringing the position to 85,256 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

JP Morgan Chase first reported a position in HYZD in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2020. 50 funds tracked by Wall St. Rank hold HYZD as of Q3 2026.

JP Morgan Chase held 85,256 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $1.9M as of Q3 2026.
JP Morgan Chase bought 61,800 WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund shares in Q3 2026, an estimated $1.4M.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4301 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 6 quarters since.
JP Morgan Chase's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $1.91M in Q1 2020.
50 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.