JP Morgan Chase
WTAI icon

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
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 $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 7,265% in Q1 2026, buying an estimated $7.56M and bringing the position to 257,702 shares worth $6.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

JP Morgan Chase first reported a position in WTAI in Q4 2023 and has held it in 8 quarters since. 121 funds tracked by Wall St. Rank hold WTAI as of Q1 2026.

  • JP Morgan Chase held 257,702 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $6.89M as of Q1 2026.
  • JP Morgan Chase bought 254,203 WisdomTree Artificial Intelligence and Innovation Fund shares in Q1 2026, an estimated $7.56M.
  • WisdomTree Artificial Intelligence and Innovation Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3019 holding.
  • JP Morgan Chase first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q4 2023 and has held it in 8 quarters since.
  • 121 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q1 2026.

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