JP Morgan Chase
WTBN icon

JP Morgan Chase’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

JP Morgan Chase’s Portfolio WTBN Stock Details WTBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,921
Closed -$75K – 7825
2025
Q3 		$75K Buy
2,921
+481
+20% +$12.3K ﹤0.01% 6061
2025
Q2 		$62.1K Buy
+2,440
New +$61.4K ﹤0.01% 5830

Other funds holding WTBN

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

JP Morgan Chase's WTBN Position: Q4 2025 in Review

JP Morgan Chase sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q4 2025, closing a stake of 2,921 shares — an estimated $75K sold.

JP Morgan Chase first reported a position in WTBN in Q2 2025 and held it in 2 quarters. The position peaked at $75K in Q3 2025. 13 funds tracked by Wall St. Rank hold WTBN as of Q4 2025.

  • JP Morgan Chase reported no remaining WisdomTree Bianco Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 2,921 WisdomTree Bianco Total Return Fund shares in Q4 2025, an estimated $75K.
  • JP Morgan Chase first reported a position in WisdomTree Bianco Total Return Fund in Q2 2025 and held it in 2 quarters.
  • JP Morgan Chase's WisdomTree Bianco Total Return Fund position peaked at $75K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.