JP Morgan Chase
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JP Morgan Chase’s WisdomTree WT Stock Holding History

JP Morgan Chase’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.93M Buy
713,158
+12,021
+2% +$186K ﹤0.01% 2678
2025
Q4 		$8.55M Buy
701,137
+268,252
+62% +$3.24M ﹤0.01% 2827
2025
Q3 		$6.02M Buy
432,885
+96,226
+29% +$1.29M ﹤0.01% 3185
2025
Q2 		$3.87M Sell
336,659
-19,528
-5% -$183K ﹤0.01% 3380
2025
Q1 		$3.18M Sell
356,187
-524,302
-60% -$4.89M ﹤0.01% 3527
2024
Q4 		$9.25M Buy
880,489
+538,385
+157% +$5.83M ﹤0.01% 2766
2024
Q3 		$3.42M Sell
342,104
-318,090
-48% -$3.23M ﹤0.01% 3524
2024
Q2 		$6.54M Buy
660,194
+429,191
+186% +$4.04M ﹤0.01% 2827
2024
Q1 		$2.12M Sell
231,003
-75,088
-25% -$575K ﹤0.01% 3799
2023
Q4 		$2.12M Buy
306,091
+57,327
+23% +$380K ﹤0.01% 3803
2023
Q3 		$1.74M Sell
248,764
-32,568
-12% -$228K ﹤0.01% 3644
2023
Q2 		$1.93M Buy
281,332
+86,285
+44% +$577K ﹤0.01% 3572
2023
Q1 		$1.14M Buy
195,047
+62,651
+47% +$365K ﹤0.01% 3952
2022
Q4 		$722K Sell
132,396
-354,943
-73% -$1.85M ﹤0.01% 4276
2022
Q3 		$2.28M Buy
487,339
+369,220
+313% +$1.89M ﹤0.01% 3364
2022
Q2 		$598K Sell
118,119
-190,185
-62% -$1.09M ﹤0.01% 4450
2022
Q1 		$1.81M Sell
308,304
-65,054
-17% -$372K ﹤0.01% 3836
2021
Q4 		$2.29M Buy
373,358
+227,648
+156% +$1.41M ﹤0.01% 3752
2021
Q3 		$826K Buy
145,710
+40,340
+38% +$248K ﹤0.01% 4442
2021
Q2 		$653K Sell
105,370
-84,911
-45% -$560K ﹤0.01% 4536
2021
Q1 		$1.19M Sell
190,281
-125,017
-40% -$716K ﹤0.01% 4098
2020
Q4 		$1.69M Buy
315,298
+88,328
+39% +$380K ﹤0.01% 3598
2020
Q3 		$735K Sell
226,970
-66,066
-23% -$238K ﹤0.01% 3802
2020
Q2 		$1.02M Sell
293,036
-89,362
-23% -$271K ﹤0.01% 3501
2020
Q1 		$891K Buy
382,398
+306,993
+407% +$1.19M ﹤0.01% 3470
2019
Q4 		$365K Sell
75,405
-1,389
-2% -$6.89K ﹤0.01% 4399
2019
Q3 		$401K Sell
76,794
-7,807
-9% -$44.1K ﹤0.01% 4275
2019
Q2 		$529K Sell
84,601
-22,798
-21% -$155K ﹤0.01% 4213
2019
Q1 		$758K Sell
107,399
-979,506
-90% -$6.74M ﹤0.01% 3966
2018
Q4 		$7.23M Buy
1,086,905
+49,220
+5% +$357K ﹤0.01% 2263
2018
Q3 		$8.8M Buy
1,037,685
+156,270
+18% +$1.33M ﹤0.01% 2301
2018
Q2 		$8M Buy
881,415
+146,255
+20% +$1.53M ﹤0.01% 2320
2018
Q1 		$6.74M Sell
735,160
-110,496
-13% -$1.19M ﹤0.01% 2329
2017
Q4 		$10.6M Buy
845,656
+80,261
+10% +$921K ﹤0.01% 2076
2017
Q3 		$7.58M Buy
765,395
+42,923
+6% +$415K ﹤0.01% 2216
2017
Q2 		$7.35M Sell
722,472
-19,959
-3% -$184K ﹤0.01% 2198
2017
Q1 		$6.74M Buy
742,431
+25,403
+4% +$246K ﹤0.01% 2217
2016
Q4 		$7.99M Sell
717,028
-339,687
-32% -$3.54M ﹤0.01% 2078
2016
Q3 		$10.9M Buy
1,056,715
+5,387
+0.5% +$56.1K ﹤0.01% 1742
2016
Q2 		$10.3M Buy
1,051,328
+424,688
+68% +$4.68M ﹤0.01% 1816
2016
Q1 		$7.16M Buy
626,640
+563,043
+885% +$6.76M ﹤0.01% 1983
2015
Q4 		$997K Sell
63,597
-96,119
-60% -$1.76M ﹤0.01% 3120
2015
Q3 		$2.58M Sell
159,716
-135,010
-46% -$2.84M ﹤0.01% 2619
2015
Q2 		$6.47M Buy
294,726
+204,407
+226% +$4.31M ﹤0.01% 2238
2015
Q1 		$1.94M Sell
90,319
-3,745
-4% -$69.9K ﹤0.01% 2893
2014
Q4 		$1.47M Sell
94,064
-8,662
-8% -$120K ﹤0.01% 3138
2014
Q3 		$1.17M Sell
102,726
-3,316
-3% -$37.7K ﹤0.01% 3233
2014
Q2 		$1.31M Buy
+106,042
New +$1.2M ﹤0.01% 2748
2013
Q4 		– Sell
-22,032
Closed -$255K – 4259
2013
Q3 		$255K Sell
22,032
-67,718
-75% -$818K ﹤0.01% 3948
2013
Q2 		$1.04M Buy
+89,750
New +$1.05M ﹤0.01% 3234

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree (WT) stake by 1.7% in Q1 2026, buying an estimated $186K and bringing the position to 713,158 shares worth $9.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2678.

JP Morgan Chase first reported a position in WT in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.9M in Q3 2016. 311 funds tracked by Wall St. Rank hold WT as of Q1 2026.

  • JP Morgan Chase held 713,158 shares of WisdomTree worth $9.93M as of Q1 2026.
  • JP Morgan Chase bought 12,021 WisdomTree shares in Q1 2026, an estimated $186K.
  • WisdomTree made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2678 holding.
  • JP Morgan Chase first reported a position in WisdomTree in Q2 2013 and has held it in 50 quarters since.
  • JP Morgan Chase's WisdomTree position peaked at $10.9M in Q3 2016.
  • 311 funds tracked by Wall St. Rank held WisdomTree as of Q1 2026.

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