JP Morgan Chase’s WisdomTree US Value Fund WTV Stock Holding History

JP Morgan Chase’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2M	Sell	138,725 -5,359	-4%	-$535K	﹤0.01%	2497
2026 Q1	$13.4M	Buy	144,084 +12,359	+9%	+$1.2M	﹤0.01%	2420
2025 Q4	$12.3M	Sell	131,725 -980	-0.7%	-$89.9K	﹤0.01%	2502
2025 Q3	$12.1M	Buy	132,705 +3,045	+2%	+$271K	﹤0.01%	2552
2025 Q2	$11.2M	Buy	129,660 +8,439	+7%	+$689K	﹤0.01%	2450
2025 Q1	$9.96M	Buy	121,221 +10,448	+9%	+$885K	﹤0.01%	2550
2024 Q4	$9.26M	Buy	110,773 +20,157	+22%	+$1.7M	﹤0.01%	2763
2024 Q3	$7.25M	Buy	90,616 +3,648	+4%	+$276K	﹤0.01%	2904
2024 Q2	$6.35M	Buy	86,968 +50,432	+138%	+$3.69M	﹤0.01%	2845
2024 Q1	$2.76M	Buy	36,536 +30,900	+548%	+$2.18M	﹤0.01%	3585
2023 Q4	$386K	Buy	+5,636	New	+$356K	﹤0.01%	4954
2022 Q3	–	Sell	-574	Closed	-$30K	–	6899
2022 Q2	$30K	Buy	+574	New	+$33.5K	﹤0.01%	5801

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase reduced its WisdomTree US Value Fund (WTV) stake by 3.7% in Q2 2026, selling an estimated $535K and leaving 138,725 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

JP Morgan Chase first reported a position in WTV in Q2 2022 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

JP Morgan Chase held 138,725 shares of WisdomTree US Value Fund worth $14.2M as of Q2 2026.
JP Morgan Chase sold 5,359 WisdomTree US Value Fund shares in Q2 2026, an estimated $535K.
WisdomTree US Value Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2497 holding.
JP Morgan Chase first reported a position in WisdomTree US Value Fund in Q2 2022 and has held it in 12 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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