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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

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

JP Morgan Chase increased its WisdomTree US Multifactor Fund (USMF) stake by 6.5% in Q1 2026, buying an estimated $89.5K and bringing the position to 28,779 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4364.

JP Morgan Chase first reported a position in USMF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q3 2023. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

JP Morgan Chase held 28,779 shares of WisdomTree US Multifactor Fund worth $1.4M as of Q1 2026.
JP Morgan Chase bought 1,755 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $89.5K.
WisdomTree US Multifactor Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4364 holding.
JP Morgan Chase first reported a position in WisdomTree US Multifactor Fund in Q4 2022 and has held it in 14 quarters since.
JP Morgan Chase's WisdomTree US Multifactor Fund position peaked at $1.42M in Q3 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

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