JP Morgan Chase
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's WTV Position: Q1 2026 in Review

JP Morgan Chase increased its WisdomTree US Value Fund (WTV) stake by 9.4% in Q1 2026, buying an estimated $1.2M and bringing the position to 144,084 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

JP Morgan Chase first reported a position in WTV in Q2 2022 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • JP Morgan Chase held 144,084 shares of WisdomTree US Value Fund worth $13.4M as of Q1 2026.
  • JP Morgan Chase bought 12,359 WisdomTree US Value Fund shares in Q1 2026, an estimated $1.2M.
  • WisdomTree US Value Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2420 holding.
  • JP Morgan Chase first reported a position in WisdomTree US Value Fund in Q2 2022 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.