JPMorgan Chase & Co’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.84M | Buy |
138,096
+6,089
| +5% | +$390K | ﹤0.01% | 2307 |
|
|
2025
Q1 | $7.83M | Buy |
132,007
+941
| +0.7% | +$55.8K | ﹤0.01% | 2361 |
|
|
2024
Q4 | $8.02M | Buy |
131,066
+4,252
| +3% | +$260K | ﹤0.01% | 2409 |
|
|
2024
Q3 | $7.61M | Buy |
126,814
+14,784
| +13% | +$888K | ﹤0.01% | 2350 |
|
|
2024
Q2 | $6.37M | Buy |
112,030
+45,902
| +69% | +$2.61M | ﹤0.01% | 2381 |
|
|
2024
Q1 | $3.66M | Sell |
66,128
-51,088
| -44% | -$2.83M | ﹤0.01% | 2760 |
|
|
2023
Q4 | $5.87M | Buy |
117,216
+86,822
| +286% | +$4.35M | ﹤0.01% | 2460 |
|
|
2023
Q3 | $1.39M | Buy |
30,394
+1,487
| +5% | +$68K | ﹤0.01% | 3229 |
|
|
2023
Q2 | $1.35M | Sell |
28,907
-33,827
| -54% | -$1.58M | ﹤0.01% | 3249 |
|
|
2023
Q1 | $2.74M | Buy |
62,734
+3,520
| +6% | +$154K | ﹤0.01% | 2850 |
|
|
2022
Q4 | $2.46M | Buy |
59,214
+42,077
| +246% | +$1.75M | ﹤0.01% | 2832 |
|
|
2022
Q3 | $658K | Hold |
17,137
| – | – | ﹤0.01% | 3593 |
|
|
2022
Q2 | $699K | Buy |
17,137
+3,137
| +22% | +$128K | ﹤0.01% | 3688 |
|
|
2022
Q1 | $677K | Buy |
+14,000
| New | +$677K | ﹤0.01% | 3832 |
|
|
2019
Q3 | – | Sell |
-513
| Closed | -$17K | – | 4799 |
|
|
2019
Q2 | $17K | Buy |
513
+36
| +8% | +$1.19K | ﹤0.01% | 4550 |
|
|
2019
Q1 | $15K | Buy |
477
+238
| +100% | +$7.48K | ﹤0.01% | 4553 |
|
|
2018
Q4 | $7K | Buy |
+239
| New | +$7K | ﹤0.01% | 4660 |
|