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 		$1.11M Buy
+80,000
New +$1.24M ﹤0.01% 4541

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.