JP Morgan Chase
WT icon

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
2015
Q3 		– Sell
-106,700
Closed -$2.34M – 4105
2015
Q2 		$2.34M Buy
+106,700
New +$2.25M ﹤0.01% 2817
2015
Q1 		– Sell
-40,000
Closed -$627K – 4291
2014
Q4 		$627K Buy
+40,000
New +$556K ﹤0.01% 3579

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree (WT) stake by 86% in Q2 2026, selling an estimated $10.9M and leaving 96,900 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4286.

JP Morgan Chase first reported a position in WT in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.9M in Q3 2016. 313 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • JP Morgan Chase held 96,900 shares of WisdomTree worth $1.74M as of Q2 2026.
  • JP Morgan Chase sold 616,258 WisdomTree shares in Q2 2026, an estimated $10.9M.
  • WisdomTree made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4286 holding.
  • JP Morgan Chase first reported a position in WisdomTree in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's WisdomTree position peaked at $10.9M in Q3 2016.
  • 313 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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