JP Morgan Chase’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

JP Morgan Chase’s Portfolio NTSX Stock Details NTSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.56M	Buy	70,136 +20,736	+42%	+$1.13M	﹤0.01%	3636
2025 Q4	$2.71M	Buy	49,400 +35,562	+257%	+$1.94M	﹤0.01%	3860
2025 Q3	$746K	Buy	+13,838	New	+$716K	﹤0.01%	4792
2022 Q4	–	Sell	-906	Closed	-$28K	–	6849
2022 Q3	$28K	Buy	+906	New	+$31.5K	﹤0.01%	5713
2021 Q1	–	Sell	-1,000	Closed	-$37K	–	6251
2020 Q4	$37K	Buy	+1,000	New	+$34.8K	﹤0.01%	5215

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

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

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

JP Morgan Chase increased its WisdomTree US Efficient Core Fund (NTSX) stake by 42% in Q1 2026, buying an estimated $1.13M and bringing the position to 70,136 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

JP Morgan Chase first reported a position in NTSX in Q4 2020 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

JP Morgan Chase held 70,136 shares of WisdomTree US Efficient Core Fund worth $3.56M as of Q1 2026.
JP Morgan Chase bought 20,736 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $1.13M.
WisdomTree US Efficient Core Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3636 holding.
JP Morgan Chase first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

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