JP Morgan Chase’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Hold	5,660	–	–	﹤0.01%	5321
2025 Q4	$278K	Sell	5,660 -169	-3%	-$8.34K	﹤0.01%	5356
2025 Q3	$287K	Hold	5,829	–	–	﹤0.01%	5321
2025 Q2	$284K	Sell	5,829 -12	-0.2%	-$579	﹤0.01%	5058
2025 Q1	$284K	Sell	5,841 -35,200	-86%	-$1.7M	﹤0.01%	5084
2024 Q4	$1.97M	Sell	41,041 -3,614	-8%	-$177K	﹤0.01%	4173
2024 Q3	$2.24M	Sell	44,655 -7,228	-14%	-$358K	﹤0.01%	3914
2024 Q2	$2.5M	Buy	51,883 +42,150	+433%	+$2.03M	﹤0.01%	3588
2024 Q1	$475K	Buy	9,733 +8,901	+1,070%	+$434K	﹤0.01%	4827
2023 Q4	$41.2K	Buy	+832	New	+$39.5K	﹤0.01%	6056

Other funds holding UNIY

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase held its WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) position steady in Q1 2026 at 5,660 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #5321.

JP Morgan Chase first reported a position in UNIY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.5M in Q2 2024. 9 funds tracked by Wall St. Rank hold UNIY as of Q1 2026.

JP Morgan Chase held 5,660 shares of WisdomTree Voya Yield Enhanced USD Universal Bond Fund worth $273K as of Q1 2026.
JP Morgan Chase left its WisdomTree Voya Yield Enhanced USD Universal Bond Fund share count unchanged in Q1 2026.
WisdomTree Voya Yield Enhanced USD Universal Bond Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5321 holding.
JP Morgan Chase first reported a position in WisdomTree Voya Yield Enhanced USD Universal Bond Fund in Q4 2023 and has held it in 10 quarters since.
JP Morgan Chase's WisdomTree Voya Yield Enhanced USD Universal Bond Fund position peaked at $2.5M in Q2 2024.
9 funds tracked by Wall St. Rank held WisdomTree Voya Yield Enhanced USD Universal Bond Fund as of Q1 2026.

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