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
Q2 		$185K Buy
4,174
+100
+2% +$4.42K ﹤0.01% 5663
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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 $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 2.5% in Q2 2026, buying an estimated $4.42K and bringing the position to 4,174 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #5663.

JP Morgan Chase first reported a position in MTGP in Q2 2023 and has held it in 13 quarters since. The position peaked at $820K in Q1 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • JP Morgan Chase held 4,174 shares of WisdomTree Mortgage Plus Bond Fund worth $185K as of Q2 2026.
  • JP Morgan Chase bought 100 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $4.42K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5663 holding.
  • JP Morgan Chase first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2023 and has held it in 13 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 Q2 2026.

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