JP Morgan Chase
MGV icon

JP Morgan Chase’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

JP Morgan Chase’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112M Buy
683,600
+90,976
+15% +$14.1M 0.01% 1009
2026
Q1 		$84.5M Sell
592,624
-4,865
-0.8% -$721K 0.01% 1067
2025
Q4 		$84.3M Buy
597,489
+43,482
+8% +$6.05M 0.01% 1024
2025
Q3 		$76.3M Buy
554,007
+43,956
+9% +$5.88M ﹤0.01% 1139
2025
Q2 		$66.9M Buy
510,051
+333,098
+188% +$41.8M ﹤0.01% 1158
2025
Q1 		$22.8M Buy
176,953
+67,650
+62% +$8.75M ﹤0.01% 1816
2024
Q4 		$13.7M Sell
109,303
-882
-0.8% -$114K ﹤0.01% 2405
2024
Q3 		$14.1M Sell
110,185
-25,234
-19% -$3.12M ﹤0.01% 2307
2024
Q2 		$16M Sell
135,419
-18,642
-12% -$2.19M ﹤0.01% 2036
2024
Q1 		$18.4M Sell
154,061
-26,858
-15% -$3.04M ﹤0.01% 1955
2023
Q4 		$19.8M Buy
180,919
+88,868
+97% +$9.18M ﹤0.01% 1868
2023
Q3 		$9.33M Sell
92,051
-23,952
-21% -$2.51M ﹤0.01% 2317
2023
Q2 		$12M Buy
116,003
+42,399
+58% +$4.31M ﹤0.01% 2140
2023
Q1 		$7.44M Buy
73,604
+4,676
+7% +$478K ﹤0.01% 2527
2022
Q4 		$7.09M Buy
68,928
+3,575
+5% +$360K ﹤0.01% 2550
2022
Q3 		$5.88M Buy
65,353
+2,984
+5% +$293K ﹤0.01% 2606
2022
Q2 		$6M Buy
62,369
+3,081
+5% +$316K ﹤0.01% 2625
2022
Q1 		$6.36M Buy
59,288
+1,136
+2% +$121K ﹤0.01% 2793
2021
Q4 		$6.21M Buy
58,152
+13,222
+29% +$1.37M ﹤0.01% 2868
2021
Q3 		$4.4M Buy
44,930
+1,459
+3% +$147K ﹤0.01% 3141
2021
Q2 		$4.33M Buy
43,471
+1,660
+4% +$165K ﹤0.01% 3174
2021
Q1 		$3.98M Sell
41,811
-250
-0.6% -$22.7K ﹤0.01% 3169
2020
Q4 		$3.65M Buy
42,061
+499
+1% +$40.9K ﹤0.01% 3053
2020
Q3 		$3.16M Sell
41,562
-14,911
-26% -$1.14M ﹤0.01% 2922
2020
Q2 		$4.13M Buy
56,473
+492
+0.9% +$35.6K ﹤0.01% 2600
2020
Q1 		$3.69M Buy
55,981
+1,008
+2% +$80.7K ﹤0.01% 2508
2019
Q4 		$4.79M Buy
54,973
+1,406
+3% +$118K ﹤0.01% 2712
2019
Q3 		$4.36M Buy
53,567
+8,988
+20% +$722K ﹤0.01% 2811
2019
Q2 		$3.57M Buy
44,579
+552
+1% +$43.7K ﹤0.01% 2904
2019
Q1 		$3.44M Buy
44,027
+41,892
+1,962% +$3.2M ﹤0.01% 2905
2018
Q4 		$153K Hold
2,135
– – ﹤0.01% 4687
2018
Q3 		$171K Hold
2,135
– – ﹤0.01% 4746
2018
Q2 		$159K Hold
2,135
– – ﹤0.01% 4662
2018
Q1 		$158K Hold
2,135
– – ﹤0.01% 4446
2017
Q4 		$163K Sell
2,135
-65
-3% -$4.83K ﹤0.01% 4493
2017
Q3 		$157K Hold
2,200
– – ﹤0.01% 4181
2017
Q2 		$153K Hold
2,200
– – ﹤0.01% 4057
2017
Q1 		$151K Hold
2,200
– – ﹤0.01% 4188
2016
Q4 		$148K Hold
2,200
– – ﹤0.01% 4272
2016
Q3 		$138K Hold
2,200
– – ﹤0.01% 3790
2016
Q2 		$135K Buy
+2,200
New +$133K ﹤0.01% 3815

Other funds holding MGV

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase's MGV Position: Q2 2026 in Review

JP Morgan Chase increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 15% in Q2 2026, buying an estimated $14.1M and bringing the position to 683,600 shares worth $112M. The position accounts for 0.01% of the portfolio, ranked #1009.

JP Morgan Chase first reported a position in MGV in Q2 2016 and has held it in 41 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

  • JP Morgan Chase held 683,600 shares of Vanguard Morningstar Mega Cap Value ETF worth $112M as of Q2 2026.
  • JP Morgan Chase bought 90,976 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $14.1M.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1009 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q2 2016 and has held it in 41 quarters since.
  • 600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.