JP Morgan Chase
QGRW icon

JP Morgan Chase’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

JP Morgan Chase’s Portfolio QGRW Stock Details QGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
31,533
+4,013
+15% +$229K ﹤0.01% 4268
2025
Q4 		$1.61M Buy
27,520
+13,346
+94% +$780K ﹤0.01% 4254
2025
Q3 		$813K Buy
14,174
+11,569
+444% +$633K ﹤0.01% 4738
2025
Q2 		$137K Buy
2,605
+195
+8% +$9.17K ﹤0.01% 5452
2025
Q1 		$106K Sell
2,410
-803
-25% -$38.8K ﹤0.01% 5542
2024
Q4 		$158K Sell
3,213
-3,139
-49% -$151K ﹤0.01% 5578
2024
Q3 		$290K Buy
6,352
+960
+18% +$42.4K ﹤0.01% 5226
2024
Q2 		$242K Sell
5,392
-5,894
-52% -$246K ﹤0.01% 5070
2024
Q1 		$464K Buy
+11,286
New +$441K ﹤0.01% 4848

Other funds holding QGRW

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return