JP Morgan Chase’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.1K	Sell	991 -160	-14%	-$7.67K	﹤0.01%	6226
2025 Q4	$55.3K	Sell	1,151 -215	-16%	-$10.3K	﹤0.01%	6189
2025 Q3	$65.5K	Buy	1,366 +68	+5%	+$3.26K	﹤0.01%	6124
2025 Q2	$62.1K	Sell	1,298 -256	-16%	-$12.2K	﹤0.01%	5828
2025 Q1	$74K	Sell	1,554 -1,806	-54%	-$85.6K	﹤0.01%	5717
2024 Q4	$159K	Sell	3,360 -30	-0.9%	-$1.42K	﹤0.01%	5576
2024 Q3	$163K	Sell	3,390 -148	-4%	-$7.06K	﹤0.01%	5502
2024 Q2	$166K	Sell	3,538 -5,057	-59%	-$237K	﹤0.01%	5255
2024 Q1	$405K	Buy	8,595 +1,970	+30%	+$93K	﹤0.01%	4938
2023 Q4	$314K	Buy	6,625 +2,498	+61%	+$116K	﹤0.01%	5081
2023 Q3	$191K	Buy	+4,127	New	+$192K	﹤0.01%	5093

Other funds holding SHAG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 14% in Q1 2026, selling an estimated $7.67K and leaving 991 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6226.

JP Morgan Chase first reported a position in SHAG in Q3 2023 and has held it in 11 quarters since. The position peaked at $405K in Q1 2024. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2026.

JP Morgan Chase held 991 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $47.1K as of Q1 2026.
JP Morgan Chase sold 160 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2026, an estimated $7.67K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6226 holding.
JP Morgan Chase first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2023 and has held it in 11 quarters since.
JP Morgan Chase's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $405K in Q1 2024.
33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2026.

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