JP Morgan Chase
USDU icon

JP Morgan Chase’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

JP Morgan Chase’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.15K Sell
230
-905
-80% -$23.7K ﹤0.01% 7021
2026
Q1 		$30.1K Buy
1,135
+135
+14% +$3.49K ﹤0.01% 6390
2025
Q4 		$25.8K Sell
1,000
-439
-31% -$11.7K ﹤0.01% 6449
2025
Q3 		$38K Buy
1,439
+14
+1% +$367 ﹤0.01% 6313
2025
Q2 		$36.7K Sell
1,425
-1,377
-49% -$36.2K ﹤0.01% 6022
2025
Q1 		$76.4K Sell
2,802
-77,721
-97% -$2.13M ﹤0.01% 5696
2024
Q4 		$2.23M Buy
80,523
+729
+0.9% +$20.2K ﹤0.01% 4068
2024
Q3 		$2.12M Sell
79,794
-62,523
-44% -$1.67M ﹤0.01% 3966
2024
Q2 		$3.86M Buy
142,317
+42,963
+43% +$1.14M ﹤0.01% 3240
2024
Q1 		$2.6M Sell
99,354
-25,603
-20% -$661K ﹤0.01% 3627
2023
Q4 		$3.14M Sell
124,957
-113,143
-48% -$3.1M ﹤0.01% 3480
2023
Q3 		$6.58M Buy
238,100
+45,294
+23% +$1.21M ﹤0.01% 2632
2023
Q2 		$5.11M Sell
192,806
-45,424
-19% -$1.19M ﹤0.01% 2842
2023
Q1 		$6.21M Buy
238,230
+24,152
+11% +$630K ﹤0.01% 2647
2022
Q4 		$5.58M Buy
214,078
+161,057
+304% +$4.6M ﹤0.01% 2733
2022
Q3 		$1.58M Buy
53,021
+44,002
+488% +$1.26M ﹤0.01% 3664
2022
Q2 		$252K Buy
+9,019
New +$247K ﹤0.01% 4953

Other funds holding USDU

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree Bloomberg US Dollar Bullish Fund (USDU) stake by 80% in Q2 2026, selling an estimated $23.7K and leaving 230 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #7021.

JP Morgan Chase first reported a position in USDU in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.58M in Q3 2023. 76 funds tracked by Wall St. Rank hold USDU as of Q2 2026.

  • JP Morgan Chase held 230 shares of WisdomTree Bloomberg US Dollar Bullish Fund worth $6.15K as of Q2 2026.
  • JP Morgan Chase sold 905 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q2 2026, an estimated $23.7K.
  • WisdomTree Bloomberg US Dollar Bullish Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7021 holding.
  • JP Morgan Chase first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2022 and has held it in 17 quarters since.
  • JP Morgan Chase's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $6.58M in Q3 2023.
  • 76 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q2 2026.

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