JP Morgan Chase
WGRO

JP Morgan Chase’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History

JP Morgan Chase’s Portfolio WGRO Stock Details WGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-373
Closed -$7.73K – 7460
2023
Q1 		$7.73K Hold
373
– – ﹤0.01% 6179
2022
Q4 		$7K Buy
+373
New +$7.43K ﹤0.01% 6109

Other funds holding WGRO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase's WGRO Position: Q2 2023 in Review

JP Morgan Chase sold out of WisdomTree U.S. Growth & Momentum Fund (WGRO) in Q2 2023, closing a stake of 373 shares — an estimated $7.73K sold.

JP Morgan Chase first reported a position in WGRO in Q4 2022 and held it in 2 quarters. The position peaked at $7.73K in Q1 2023. 5 funds tracked by Wall St. Rank hold WGRO as of Q2 2023.

  • JP Morgan Chase reported no remaining WisdomTree U.S. Growth & Momentum Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Chase sold 373 WisdomTree U.S. Growth & Momentum Fund shares in Q2 2023, an estimated $7.73K.
  • JP Morgan Chase first reported a position in WisdomTree U.S. Growth & Momentum Fund in Q4 2022 and held it in 2 quarters.
  • JP Morgan Chase's WisdomTree U.S. Growth & Momentum Fund position peaked at $7.73K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held WisdomTree U.S. Growth & Momentum Fund as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.