JP Morgan Chase
USMF icon

JP Morgan Chase’s WisdomTree US Multifactor Fund USMF Stock Holding History

JP Morgan Chase’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Sell
20,630
-8,149
-28% -$424K ﹤0.01% 4592
2026
Q1 		$1.4M Buy
28,779
+1,755
+6% +$89.5K ﹤0.01% 4364
2025
Q4 		$1.39M Buy
27,024
+6,173
+30% +$316K ﹤0.01% 4380
2025
Q3 		$1.09M Buy
20,851
+1,833
+10% +$94.2K ﹤0.01% 4521
2025
Q2 		$975K Buy
19,018
+1,454
+8% +$71.9K ﹤0.01% 4398
2025
Q1 		$872K Sell
17,564
-1,493
-8% -$75.4K ﹤0.01% 4444
2024
Q4 		$947K Sell
19,057
-2,832
-13% -$143K ﹤0.01% 4670
2024
Q3 		$1.07M Sell
21,889
-3,580
-14% -$169K ﹤0.01% 4426
2024
Q2 		$1.16M Sell
25,469
-2,906
-10% -$132K ﹤0.01% 4173
2024
Q1 		$1.32M Sell
28,375
-838
-3% -$37K ﹤0.01% 4144
2023
Q4 		$1.23M Sell
29,213
-7,583
-21% -$301K ﹤0.01% 4194
2023
Q3 		$1.42M Buy
36,796
+1,244
+3% +$48.7K ﹤0.01% 3821
2023
Q2 		$1.38M Buy
35,552
+1,288
+4% +$48.2K ﹤0.01% 3813
2023
Q1 		$1.29M Buy
34,264
+5,358
+19% +$204K ﹤0.01% 3860
2022
Q4 		$1.09M Buy
+28,906
New +$1.08M ﹤0.01% 3984

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree US Multifactor Fund (USMF) stake by 28% in Q2 2026, selling an estimated $424K and leaving 20,630 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4592.

JP Morgan Chase first reported a position in USMF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q3 2023. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • JP Morgan Chase held 20,630 shares of WisdomTree US Multifactor Fund worth $1.11M as of Q2 2026.
  • JP Morgan Chase sold 8,149 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $424K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4592 holding.
  • JP Morgan Chase first reported a position in WisdomTree US Multifactor Fund in Q4 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's WisdomTree US Multifactor Fund position peaked at $1.42M in Q3 2023.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

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