JP Morgan Chase
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JP Morgan Chase’s Virtus SEIX Senior Loan ETF SEIX Stock Holding History

JP Morgan Chase’s Portfolio SEIX Stock Details SEIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-161,455
Closed -$3.81M – 7736
2025
Q3 		$3.81M Buy
161,455
+143,955
+823% +$3.4M ﹤0.01% 3595
2025
Q2 		$412K Buy
17,500
+13,500
+338% +$316K ﹤0.01% 4878
2025
Q1 		$94.4K Buy
4,000
+1,865
+87% +$44.5K ﹤0.01% 5598
2024
Q4 		$51.1K Sell
2,135
-1,901
-47% -$45.5K ﹤0.01% 6007
2024
Q3 		$96.1K Buy
4,036
+1,476
+58% +$35.2K ﹤0.01% 5719
2024
Q2 		$61K Buy
+2,560
New +$61.3K ﹤0.01% 5772
2022
Q2 		– Sell
-50,000
Closed -$1.23M – 6838
2022
Q1 		$1.23M Buy
+50,000
New +$1.24M ﹤0.01% 4118

Other funds holding SEIX

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

JP Morgan Chase's SEIX Position: Q4 2025 in Review

JP Morgan Chase sold out of Virtus SEIX Senior Loan ETF (SEIX) in Q4 2025, closing a stake of 161,455 shares — an estimated $3.81M sold.

JP Morgan Chase first reported a position in SEIX in Q1 2022 and held it in 7 quarters. The position peaked at $3.81M in Q3 2025. 77 funds tracked by Wall St. Rank hold SEIX as of Q4 2025.

  • JP Morgan Chase reported no remaining Virtus SEIX Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • JP Morgan Chase sold 161,455 Virtus SEIX Senior Loan ETF shares in Q4 2025, an estimated $3.81M.
  • JP Morgan Chase first reported a position in Virtus SEIX Senior Loan ETF in Q1 2022 and held it in 7 quarters.
  • JP Morgan Chase's Virtus SEIX Senior Loan ETF position peaked at $3.81M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Virtus SEIX Senior Loan ETF as of Q4 2025.

Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.