JP Morgan Chase
WLTH

JP Morgan Chase’s Wealthfront Corp WLTH Stock Holding History

JP Morgan Chase’s Portfolio WLTH Stock Details WLTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.1M Sell
2,994,533
-166,919
-5% -$1.74M ﹤0.01% 1962
2026
Q1 		$28.6M Buy
3,161,452
+1,121,314
+55% +$10.3M ﹤0.01% 1782
2025
Q4 		$27.7M Buy
+2,040,138
New +$27.1M ﹤0.01% 1793

Other funds holding WLTH

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
DV
DAG Ventures Palo Alto, California $125M AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

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

JP Morgan Chase reduced its Wealthfront Corp (WLTH) stake by 5.3% in Q2 2026, selling an estimated $1.74M and leaving 2,994,533 shares worth $27.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

JP Morgan Chase first reported a position in WLTH in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.6M in Q1 2026. 140 funds tracked by Wall St. Rank hold WLTH as of Q2 2026.

  • JP Morgan Chase held 2,994,533 shares of Wealthfront Corp worth $27.1M as of Q2 2026.
  • JP Morgan Chase sold 166,919 Wealthfront Corp shares in Q2 2026, an estimated $1.74M.
  • Wealthfront Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1962 holding.
  • JP Morgan Chase first reported a position in Wealthfront Corp in Q4 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Wealthfront Corp position peaked at $28.6M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Wealthfront Corp as of Q2 2026.

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