JP Morgan Chase
XSOE icon

JP Morgan Chase’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

JP Morgan Chase’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.27M Buy
108,936
+24,099
+28% +$1.12M ﹤0.01% 3406
2026
Q1 		$3.28M Sell
84,837
-14,882
-15% -$619K ﹤0.01% 3706
2025
Q4 		$3.89M Sell
99,719
-39,743
-28% -$1.54M ﹤0.01% 3558
2025
Q3 		$5.29M Buy
139,462
+572
+0.4% +$20.5K ﹤0.01% 3303
2025
Q2 		$4.79M Buy
138,890
+1,784
+1% +$57.1K ﹤0.01% 3215
2025
Q1 		$4.23M Buy
137,106
+20,866
+18% +$648K ﹤0.01% 3299
2024
Q4 		$3.54M Sell
116,240
-272,453
-70% -$8.73M ﹤0.01% 3677
2024
Q3 		$12.8M Sell
388,693
-133,506
-26% -$4.15M ﹤0.01% 2393
2024
Q2 		$16M Sell
522,199
-29,194
-5% -$876K ﹤0.01% 2038
2024
Q1 		$16.2M Sell
551,393
-33,450
-6% -$953K ﹤0.01% 2058
2023
Q4 		$16.9M Buy
584,843
+199,062
+52% +$5.42M ﹤0.01% 1984
2023
Q3 		$10.3M Sell
385,781
-59,792
-13% -$1.68M ﹤0.01% 2221
2023
Q2 		$12.5M Buy
445,573
+14,175
+3% +$393K ﹤0.01% 2098
2023
Q1 		$12M Buy
431,398
+288,760
+202% +$8.11M ﹤0.01% 2120
2022
Q4 		$3.81M Buy
+142,638
New +$3.71M ﹤0.01% 3054
2022
Q3 		– Sell
-1,046
Closed -$30K – 6907
2022
Q2 		$30K Sell
1,046
-4,130
-80% -$124K ﹤0.01% 5802
2022
Q1 		$169K Sell
5,176
-643
-11% -$22.3K ﹤0.01% 5277
2021
Q4 		$214K Buy
5,819
+5,176
+805% +$195K ﹤0.01% 5312
2021
Q3 		$24K Hold
643
– – ﹤0.01% 6011
2021
Q2 		$27K Buy
+643
New +$26.6K ﹤0.01% 5882
2017
Q3 		– Sell
-244
Closed -$7K – 5216
2017
Q2 		$7K Buy
+244
New +$6.41K ﹤0.01% 4717

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

JP Morgan Chase increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 28% in Q2 2026, buying an estimated $1.12M and bringing the position to 108,936 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

JP Morgan Chase first reported a position in XSOE in Q2 2017 and has held it in 21 quarters since. The position peaked at $16.9M in Q4 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • JP Morgan Chase held 108,936 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.27M as of Q2 2026.
  • JP Morgan Chase bought 24,099 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.12M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3406 holding.
  • JP Morgan Chase first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2017 and has held it in 21 quarters since.
  • JP Morgan Chase's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $16.9M in Q4 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

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