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WLTHWLTH
3 quarters

Position history for JPMORGAN CHASE & COJPMORGAN CHASE & CO's holdings in WEALTHFRONT CORP

Yes. JPMorgan Chase holds 2,994,533 shares of WLTH (Wealthfront), worth $27.1M, as of its Q2 2026 13F filing. It reduced the position by 166,919 shares (-5.3%) from Q1 2026. JPMorgan Chase has held WLTH in every 13F on record since Q4 2025, 3 quarterly filings.

Current Value

$27.1M

Current Shares

3M

Total Value Change

-$624,951

Total Shares Change

+954,395

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3M
-5.3%
$27.1M0.0%$8.94
0
2026-Q1
Increased
3.2M
+55.0%
$28.6M0.0%$8.39
41
2025-Q4
New
2M
-
$27.7M0.0%$13.58
40

Other major holders of WLTH: TIGER GLOBAL MANAGEMENT LLC, BlackRock, Inc.

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