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
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

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T
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OIA
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SA
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CPA
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Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return