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WisdomTree LargeCap Value Fund shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in WisdomTree LargeCap Value Fund

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All positions including WisdomTree LargeCap Value Fund held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 133k 91.01
2025-03-31 $10M 121k 82.17
2024-12-31 $9.3M 111k 83.58
2024-09-30 $7.2M 91k 80.00
2024-06-30 $6.3M 87k 72.99
2024-03-31 $2.8M 37k 75.61
2023-12-31 $386k 5.6k 68.54
2022-06-30 $30k 574 52.26

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View all positions for Jpmorgan Chase & Co

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Wealth Enhancement Advisory Services
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management
Cetera Investment Advisers

View all funds holding WisdomTree LargeCap Value Fund