JP Morgan Chase
AIO

JP Morgan Chase’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

JP Morgan Chase’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150
Closed -$3.1K – 7038
2025
Q1 		$3.1K Sell
150
-18
-11% -$424 ﹤0.01% 6493
2024
Q4 		$4.14K Sell
168
-66
-28% -$1.54K ﹤0.01% 6545
2024
Q3 		$5.14K Sell
234
-86
-27% -$1.82K ﹤0.01% 6480
2024
Q2 		$6.95K Sell
320
-28
-8% -$560 ﹤0.01% 6321
2024
Q1 		$6.98K Buy
+348
New +$6.62K ﹤0.01% 6394
2023
Q2 		– Sell
-50
Closed -$870 – 6884
2023
Q1 		$870 Sell
50
-92
-65% -$1.57K ﹤0.01% 6598
2022
Q4 		$2K Buy
+142
New +$2.33K ﹤0.01% 6286

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JP Morgan Chase's AIO Position: Q2 2025 in Review

JP Morgan Chase sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2025, closing a stake of 150 shares — an estimated $3.1K sold.

JP Morgan Chase first reported a position in AIO in Q4 2022 and held it in 7 quarters. The position peaked at $6.98K in Q1 2024. 63 funds tracked by Wall St. Rank hold AIO as of Q2 2025.

  • JP Morgan Chase reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 150 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2025, an estimated $3.1K.
  • JP Morgan Chase first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2022 and held it in 7 quarters.
  • JP Morgan Chase's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $6.98K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.