JP Morgan Chase
WTPI

JP Morgan Chase’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

JP Morgan Chase’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15M Buy
96,737
+62,329
+181% +$2.05M ﹤0.01% 3843
2026
Q1 		$1.07M Buy
34,408
+10,900
+46% +$362K ﹤0.01% 4568
2025
Q4 		$776K Buy
23,508
+22,847
+3,456% +$762K ﹤0.01% 4762
2025
Q3 		$22K Hold
661
– – ﹤0.01% 6457
2025
Q2 		$21.2K Buy
661
+57
+9% +$1.77K ﹤0.01% 6159
2025
Q1 		$18.8K Buy
604
+18
+3% +$590 ﹤0.01% 6163
2024
Q4 		$19.3K Sell
586
-19
-3% -$639 ﹤0.01% 6255
2024
Q3 		$20K Sell
605
-1,409
-70% -$46.6K ﹤0.01% 6235
2024
Q2 		$67.2K Sell
2,014
-2
-0.1% -$66 ﹤0.01% 5725
2024
Q1 		$67.1K Buy
2,016
+22
+1% +$717 ﹤0.01% 5826
2023
Q4 		$63.2K Sell
1,994
-16
-0.8% -$498 ﹤0.01% 5925
2023
Q3 		$61.7K Buy
2,010
+500
+33% +$16K ﹤0.01% 5726
2023
Q2 		$48.9K Buy
1,510
+4
+0.3% +$127 ﹤0.01% 5728
2023
Q1 		$46.7K Buy
1,506
+1,163
+339% +$35.7K ﹤0.01% 5725
2022
Q4 		$11K Sell
343
-1,824
-84% -$55.7K ﹤0.01% 6015
2022
Q3 		$65K Buy
2,167
+480
+28% +$15.4K ﹤0.01% 5458
2022
Q2 		$54K Hold
1,687
– – ﹤0.01% 5636
2022
Q1 		$59K Hold
1,687
– – ﹤0.01% 5731
2021
Q4 		$58K Hold
1,687
– – ﹤0.01% 5892
2021
Q3 		$55K Hold
1,687
– – ﹤0.01% 5814
2021
Q2 		$54K Hold
1,687
– – ﹤0.01% 5715
2021
Q1 		$51K Sell
1,687
-10
-0.6% -$292 ﹤0.01% 5529
2020
Q4 		$48K Hold
1,697
– – ﹤0.01% 5166
2020
Q3 		$45K Hold
1,697
– – ﹤0.01% 4970
2020
Q2 		$42K Buy
1,697
+447
+36% +$10.7K ﹤0.01% 4880
2020
Q1 		$28K Buy
+1,250
New +$33.4K ﹤0.01% 4878
2018
Q2 		– Sell
-14,300
Closed -$404K – 5730
2018
Q1 		$404K Buy
14,300
+300
+2% +$8.63K ﹤0.01% 4106
2017
Q4 		$407K Buy
+14,000
New +$413K ﹤0.01% 4155

Other funds holding WTPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

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

JP Morgan Chase increased its WisdomTree Equity Premium Income Fund (WTPI) stake by 181% in Q2 2026, buying an estimated $2.05M and bringing the position to 96,737 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

JP Morgan Chase first reported a position in WTPI in Q4 2017 and has held it in 28 quarters since. 85 funds tracked by Wall St. Rank hold WTPI as of Q2 2026.

  • JP Morgan Chase held 96,737 shares of WisdomTree Equity Premium Income Fund worth $3.15M as of Q2 2026.
  • JP Morgan Chase bought 62,329 WisdomTree Equity Premium Income Fund shares in Q2 2026, an estimated $2.05M.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3843 holding.
  • JP Morgan Chase first reported a position in WisdomTree Equity Premium Income Fund in Q4 2017 and has held it in 28 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2026.

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