JP Morgan Chase’s Virtus Reaves Utilities ETF UTES Stock Holding History

JP Morgan Chase’s Portfolio UTES Stock Details UTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.36M	Sell	64,153 -2,048,438	-97%	-$166M	﹤0.01%	3392
2026 Q1	$169M	Sell	2,112,591 -1,265,407	-37%	-$102M	0.01%	771
2025 Q4	$267M	Buy	3,377,998 +675,679	+25%	+$55.7M	0.02%	578
2025 Q3	$225M	Buy	+2,702,319	New	+$215M	0.01%	654
2025 Q2	–	Sell	-186	Closed	-$12K	–	7670
2025 Q1	$12K	Buy	+186	New	+$12.5K	﹤0.01%	6262

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

JP Morgan Chase reduced its Virtus Reaves Utilities ETF (UTES) stake by 97% in Q2 2026, selling an estimated $166M and leaving 64,153 shares worth $5.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

JP Morgan Chase first reported a position in UTES in Q1 2025 and has held it in 5 quarters since. The position peaked at $267M in Q4 2025. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

JP Morgan Chase held 64,153 shares of Virtus Reaves Utilities ETF worth $5.36M as of Q2 2026.
JP Morgan Chase sold 2,048,438 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $166M.
Virtus Reaves Utilities ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3392 holding.
JP Morgan Chase first reported a position in Virtus Reaves Utilities ETF in Q1 2025 and has held it in 5 quarters since.
JP Morgan Chase's Virtus Reaves Utilities ETF position peaked at $267M in Q4 2025.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

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