JP Morgan Chase
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JP Morgan Chase’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

JP Morgan Chase’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374M Buy
1,240,289
+37,289
+3% +$10.7M 0.02% 540
2026
Q1 		$305M Buy
1,203,000
+58,963
+5% +$16M 0.02% 547
2025
Q4 		$295M Buy
1,144,037
+29,929
+3% +$7.67M 0.02% 533
2025
Q3 		$283M Buy
1,114,108
+51,057
+5% +$12.7M 0.02% 581
2025
Q2 		$252M Buy
1,063,051
+8,195
+0.8% +$1.83M 0.02% 609
2025
Q1 		$234M Buy
1,054,856
+50,991
+5% +$12.2M 0.02% 622
2024
Q4 		$241M Buy
1,003,865
+154,797
+18% +$38.1M 0.02% 600
2024
Q3 		$201M Buy
849,068
+40,919
+5% +$9.3M 0.02% 682
2024
Q2 		$176M Sell
808,149
-7,851
-1% -$1.72M 0.01% 702
2024
Q1 		$187M Sell
816,000
-16,289
-2% -$3.5M 0.02% 674
2023
Q4 		$178M Buy
832,289
+272,635
+49% +$52.5M 0.02% 655
2023
Q3 		$106M Buy
559,654
+62,083
+12% +$12.4M 0.01% 789
2023
Q2 		$99M Buy
497,571
+64,149
+15% +$12.1M 0.01% 831
2023
Q1 		$82.2M Sell
433,422
-30,129
-6% -$5.84M 0.01% 876
2022
Q4 		$85.1M Buy
463,551
+89,327
+24% +$16.6M 0.01% 846
2022
Q3 		$64M Buy
374,224
+39,758
+12% +$7.51M 0.01% 929
2022
Q2 		$58.9M Buy
334,466
+16,420
+5% +$3.17M 0.01% 960
2022
Q1 		$67.6M Sell
318,046
-14,359
-4% -$3.02M 0.01% 1014
2021
Q4 		$75.1M Buy
332,405
+20,525
+7% +$4.66M 0.01% 1008
2021
Q3 		$68.2M Sell
311,880
-376,639
-55% -$83.7M 0.01% 1033
2021
Q2 		$155M Buy
688,519
+84,512
+14% +$18.7M 0.02% 696
2021
Q1 		$129M Sell
604,007
-685,963
-53% -$145M 0.02% 744
2020
Q4 		$251M Buy
1,289,970
+920,113
+249% +$162M 0.04% 461
2020
Q3 		$56.7M Sell
369,857
-64,715
-15% -$9.94M 0.01% 914
2020
Q2 		$63.3M Buy
434,572
+1,187
+0.3% +$159K 0.01% 802
2020
Q1 		$50M Sell
433,385
-62,207
-13% -$9.35M 0.01% 800
2019
Q4 		$82.1M Buy
495,592
+1,584
+0.3% +$252K 0.02% 748
2019
Q3 		$76M Buy
494,008
+57,117
+13% +$8.86M 0.02% 765
2019
Q2 		$67.6M Buy
436,891
+27,744
+7% +$4.29M 0.01% 828
2019
Q1 		$62.5M Sell
409,147
-117,992
-22% -$17.5M 0.01% 859
2018
Q4 		$69.6M Sell
527,139
-2,235,984
-81% -$326M 0.02% 760
2018
Q3 		$449M Buy
2,763,123
+1,274,920
+86% +$206M 0.09% 244
2018
Q2 		$232M Buy
1,488,203
+552,988
+59% +$84.6M 0.05% 406
2018
Q1 		$137M Sell
935,215
-944,590
-50% -$141M 0.03% 522
2017
Q4 		$278M Buy
1,879,805
+1,759,382
+1,461% +$254M 0.06% 332
2017
Q3 		$17M Sell
120,423
-3,123
-3% -$426K ﹤0.01% 1628
2017
Q2 		$16.7M Sell
123,546
-965,443
-89% -$129M ﹤0.01% 1581
2017
Q1 		$145M Sell
1,088,989
-353,404
-25% -$46.8M 0.03% 493
2016
Q4 		$186M Buy
1,442,393
+1,285,361
+819% +$160M 0.04% 405
2016
Q3 		$19.2M Sell
157,032
-1,930
-1% -$233K ﹤0.01% 1400
2016
Q2 		$18.4M Sell
158,962
-18,276
-10% -$2.08M ﹤0.01% 1453
2016
Q1 		$19.8M Buy
177,238
+20,269
+13% +$2.1M 0.01% 1346
2015
Q4 		$17.4M Buy
156,969
+45,876
+41% +$5.2M ﹤0.01% 1430
2015
Q3 		$12M Sell
111,093
-217,091
-66% -$25.4M ﹤0.01% 1625
2015
Q2 		$39.9M Buy
328,184
+206,316
+169% +$25.3M 0.01% 1002
2015
Q1 		$14.9M Buy
121,868
+12,225
+11% +$1.45M ﹤0.01% 1635
2014
Q4 		$12.8M Sell
109,643
-369
-0.3% -$42K ﹤0.01% 1777
2014
Q3 		$12.2M Buy
110,012
+1,543
+1% +$177K ﹤0.01% 1789
2014
Q2 		$12.7M Buy
108,469
+3,451
+3% +$386K ﹤0.01% 1611
2014
Q1 		$11.9M Sell
105,018
-5,169
-5% -$573K ﹤0.01% 1627
2013
Q4 		$12.1M Buy
110,187
+4,426
+4% +$471K ﹤0.01% 1655
2013
Q3 		$10.8M Buy
105,761
+8,224
+8% +$820K ﹤0.01% 1716
2013
Q2 		$9.14M Buy
+97,537
New +$9.02M ﹤0.01% 1741

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.1% in Q2 2026, buying an estimated $10.7M and bringing the position to 1,240,289 shares worth $374M. The position accounts for 0.02% of the portfolio, ranked #540.

JP Morgan Chase first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $449M in Q3 2018. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • JP Morgan Chase held 1,240,289 shares of Vanguard Morningstar Small-Cap ETF worth $374M as of Q2 2026.
  • JP Morgan Chase bought 37,289 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $10.7M.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #540 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Vanguard Morningstar Small-Cap ETF position peaked at $449M in Q3 2018.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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