JP Morgan Chase
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JP Morgan Chase’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

JP Morgan Chase’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
3,367
+1,260
+60% +$118K ﹤0.01% 5272
2025
Q4 		$192K Sell
2,107
-4
-0.2% -$362 ﹤0.01% 5569
2025
Q3 		$192K Sell
2,111
-19
-0.9% -$1.7K ﹤0.01% 5540
2025
Q2 		$187K Buy
2,130
+1,813
+572% +$152K ﹤0.01% 5262
2025
Q1 		$26.8K Sell
317
-397
-56% -$34.3K ﹤0.01% 6068
2024
Q4 		$60.6K Buy
714
+690
+2,875% +$60.4K ﹤0.01% 5942
2024
Q3 		$2.07K Hold
24
– – ﹤0.01% 6615
2024
Q2 		$1.9K Buy
+24
New +$1.9K ﹤0.01% 6534
2018
Q4 		– Sell
-124,809
Closed -$6.46M – 5703
2018
Q3 		$6.46M Sell
124,809
-1,511
-1% -$77.7K ﹤0.01% 2540
2018
Q2 		$6.25M Sell
126,320
-363
-0.3% -$18K ﹤0.01% 2513
2018
Q1 		$6.19M Buy
126,683
+12,162
+11% +$605K ﹤0.01% 2396
2017
Q4 		$5.59M Buy
114,521
+41,267
+56% +$1.95M ﹤0.01% 2599
2017
Q3 		$3.33M Buy
+73,254
New +$3.26M ﹤0.01% 2854
2017
Q1 		– Sell
-1,500
Closed -$60K – 5054
2016
Q4 		$60K Buy
+1,500
New +$58.9K ﹤0.01% 4511

Other funds holding CFA

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's CFA Position: Q1 2026 in Review

JP Morgan Chase increased its VictoryShares US 500 Volatility Wtd ETF (CFA) stake by 60% in Q1 2026, buying an estimated $118K and bringing the position to 3,367 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #5272.

JP Morgan Chase first reported a position in CFA in Q4 2016 and has held it in 14 quarters since. The position peaked at $6.46M in Q3 2018. 71 funds tracked by Wall St. Rank hold CFA as of Q1 2026.

  • JP Morgan Chase held 3,367 shares of VictoryShares US 500 Volatility Wtd ETF worth $303K as of Q1 2026.
  • JP Morgan Chase bought 1,260 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2026, an estimated $118K.
  • VictoryShares US 500 Volatility Wtd ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5272 holding.
  • JP Morgan Chase first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2016 and has held it in 14 quarters since.
  • JP Morgan Chase's VictoryShares US 500 Volatility Wtd ETF position peaked at $6.46M in Q3 2018.
  • 71 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.