JP Morgan Chase
MTGP icon

JP Morgan Chase’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

JP Morgan Chase’s Portfolio MTGP Stock Details MTGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$180K Buy
4,074
+73
+2% +$3.26K ﹤0.01% 5526
2025
Q4 		$178K Sell
4,001
-106
-3% -$4.74K ﹤0.01% 5599
2025
Q3 		$183K Buy
4,107
+487
+13% +$21.5K ﹤0.01% 5566
2025
Q2 		$161K Buy
3,620
+45
+1% +$1.96K ﹤0.01% 5355
2025
Q1 		$157K Sell
3,575
-2,222
-38% -$96.6K ﹤0.01% 5354
2024
Q4 		$250K Sell
5,797
-443
-7% -$19.5K ﹤0.01% 5377
2024
Q3 		$281K Sell
6,240
-568
-8% -$25.3K ﹤0.01% 5241
2024
Q2 		$294K Sell
6,808
-12,079
-64% -$518K ﹤0.01% 4950
2024
Q1 		$820K Buy
18,887
+6,424
+52% +$279K ﹤0.01% 4484
2023
Q4 		$547K Buy
12,463
+2,284
+22% +$96.2K ﹤0.01% 4732
2023
Q3 		$424K Buy
10,179
+10,097
+12,313% +$431K ﹤0.01% 4577
2023
Q2 		$3.56K Buy
+82
New +$3.6K ﹤0.01% 6239

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 1.8% in Q1 2026, buying an estimated $3.26K and bringing the position to 4,074 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #5526.

JP Morgan Chase first reported a position in MTGP in Q2 2023 and has held it in 12 quarters since. The position peaked at $820K in Q1 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • JP Morgan Chase held 4,074 shares of WisdomTree Mortgage Plus Bond Fund worth $180K as of Q1 2026.
  • JP Morgan Chase bought 73 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $3.26K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5526 holding.
  • JP Morgan Chase first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's WisdomTree Mortgage Plus Bond Fund position peaked at $820K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

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