JP Morgan Chase
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JP Morgan Chase’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

JP Morgan Chase’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Sell
227,293
-30,409
-12% -$1.2M ﹤0.01% 2767
2026
Q1 		$6.89M Buy
257,702
+254,203
+7,265% +$7.56M ﹤0.01% 3019
2025
Q4 		$102K Buy
+3,499
New +$105K ﹤0.01% 5883
2025
Q2 		– Sell
-18
Closed -$342 – 7701
2025
Q1 		$342 Sell
18
-367
-95% -$8.09K ﹤0.01% 6738
2024
Q4 		$8.47K Hold
385
– – ﹤0.01% 6418
2024
Q3 		$7.67K Sell
385
-1,528
-80% -$30.2K ﹤0.01% 6410
2024
Q2 		$40K Buy
1,913
+1,313
+219% +$26.4K ﹤0.01% 5945
2024
Q1 		$12.5K Sell
600
-162
-21% -$3.35K ﹤0.01% 6310
2023
Q4 		$15.8K Buy
+762
New +$13.9K ﹤0.01% 6303

Other funds holding WTAI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 12% in Q2 2026, selling an estimated $1.2M and leaving 227,293 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

JP Morgan Chase first reported a position in WTAI in Q4 2023 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

  • JP Morgan Chase held 227,293 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $10.4M as of Q2 2026.
  • JP Morgan Chase sold 30,409 WisdomTree Artificial Intelligence and Innovation Fund shares in Q2 2026, an estimated $1.2M.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2767 holding.
  • JP Morgan Chase first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 9 quarters since.
  • 160 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

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