JP Morgan Chase
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JP Morgan Chase’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

JP Morgan Chase’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$715K Sell
17,648
-527
-3% -$21.5K ﹤0.01% 4885
2026
Q1 		$715K Buy
18,175
+478
+3% +$18.7K ﹤0.01% 4793
2025
Q4 		$673K Sell
17,697
-4,013
-18% -$153K ﹤0.01% 4858
2025
Q3 		$823K Sell
21,710
-1,752
-7% -$64K ﹤0.01% 4723
2025
Q2 		$828K Sell
23,462
-3,170
-12% -$109K ﹤0.01% 4499
2025
Q1 		$909K Buy
26,632
+3,487
+15% +$121K ﹤0.01% 4415
2024
Q4 		$808K Buy
23,145
+1,981
+9% +$70.4K ﹤0.01% 4769
2024
Q3 		$752K Sell
21,164
-1,933
-8% -$69.2K ﹤0.01% 4650
2024
Q2 		$838K Sell
23,097
-1,719
-7% -$63.1K ﹤0.01% 4378
2024
Q1 		$931K Buy
24,816
+353
+1% +$12.7K ﹤0.01% 4398
2023
Q4 		$858K Sell
24,463
-2,031
-8% -$70.3K ﹤0.01% 4434
2023
Q3 		$933K Buy
26,494
+937
+4% +$32.9K ﹤0.01% 4106
2023
Q2 		$894K Sell
25,557
-5,324
-17% -$182K ﹤0.01% 4143
2023
Q1 		$1.04M Buy
30,881
+17,831
+137% +$579K ﹤0.01% 4015
2022
Q4 		$411K Buy
+13,050
New +$431K ﹤0.01% 4642
2019
Q4 		– Sell
-600
Closed -$23K – 5916
2019
Q3 		$23K Buy
+600
New +$23K ﹤0.01% 5382
2018
Q3 		– Sell
-5
Closed – – 5849
2018
Q2 		$0 Sell
5
-25
-83% -$996 ﹤0.01% 5720
2018
Q1 		$1K Buy
+30
New +$1.2K ﹤0.01% 5325

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.9% in Q2 2026, selling an estimated $21.5K and leaving 17,648 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #4885.

JP Morgan Chase first reported a position in WTMF in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • JP Morgan Chase held 17,648 shares of WisdomTree Managed Futures Strategy Fund worth $715K as of Q2 2026.
  • JP Morgan Chase sold 527 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $21.5K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4885 holding.
  • JP Morgan Chase first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2018 and has held it in 18 quarters since.
  • JP Morgan Chase's WisdomTree Managed Futures Strategy Fund position peaked at $1.04M in Q1 2023.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

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