JP Morgan Chase’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $171M | Sell |
702,244
-50,381
| -7% | -$11.7M | 0.01% | 811 |
|
|
2026
Q1 | $160M | Buy |
752,625
+4,280
| +0.6% | +$957K | 0.01% | 787 |
|
|
2025
Q4 | $158M | Buy |
748,345
+21,114
| +3% | +$4.42M | 0.01% | 757 |
|
|
2025
Q3 | $152M | Sell |
727,231
-20,097
| -3% | -$4.11M | 0.01% | 813 |
|
|
2025
Q2 | $146M | Buy |
747,328
+98,344
| +15% | +$18.2M | 0.01% | 787 |
|
|
2025
Q1 | $121M | Buy |
648,984
+34,660
| +6% | +$6.85M | 0.01% | 852 |
|
|
2024
Q4 | $122M | Buy |
614,324
+25,918
| +4% | +$5.32M | 0.01% | 844 |
|
|
2024
Q3 | $118M | Buy |
588,406
+44,114
| +8% | +$8.48M | 0.01% | 879 |
|
|
2024
Q2 | $99.3M | Buy |
544,292
+5,297
| +1% | +$979K | 0.01% | 911 |
|
|
2024
Q1 | $103M | Sell |
538,995
-15,186
| -3% | -$2.74M | 0.01% | 927 |
|
|
2023
Q4 | $99.7M | Buy |
554,181
+242,963
| +78% | +$39.7M | 0.01% | 890 |
|
|
2023
Q3 | $49.6M | Buy |
311,218
+11,424
| +4% | +$1.91M | 0.01% | 1120 |
|
|
2023
Q2 | $49.6M | Buy |
299,794
+38,426
| +15% | +$6.05M | 0.01% | 1134 |
|
|
2023
Q1 | $41.5M | Buy |
261,368
+40,900
| +19% | +$6.77M | 0.01% | 1193 |
|
|
2022
Q4 | $35M | Buy |
220,468
+52,690
| +31% | +$8.39M | ﹤0.01% | 1298 |
|
|
2022
Q3 | $24.1M | Buy |
167,778
+10,039
| +6% | +$1.59M | ﹤0.01% | 1461 |
|
|
2022
Q2 | $23.6M | Sell |
157,739
-24,883
| -14% | -$4.08M | ﹤0.01% | 1489 |
|
|
2022
Q1 | $32.1M | Buy |
182,622
+50,863
| +39% | +$8.84M | ﹤0.01% | 1421 |
|
|
2021
Q4 | $23.6M | Buy |
131,759
+9,687
| +8% | +$1.72M | ﹤0.01% | 1687 |
|
|
2021
Q3 | $20.7M | Buy |
122,072
+18,194
| +18% | +$3.11M | ﹤0.01% | 1738 |
|
|
2021
Q2 | $18M | Sell |
103,878
-5,273
| -5% | -$914K | ﹤0.01% | 1934 |
|
|
2021
Q1 | $18.1M | Sell |
109,151
-40,917
| -27% | -$6.44M | ﹤0.01% | 1846 |
|
|
2020
Q4 | $21.3M | Sell |
150,068
-4,153
| -3% | -$536K | ﹤0.01% | 1572 |
|
|
2020
Q3 | $17M | Sell |
154,221
-1,817
| -1% | -$204K | ﹤0.01% | 1606 |
|
|
2020
Q2 | $16.7M | Sell |
156,038
-5,793
| -4% | -$581K | ﹤0.01% | 1496 |
|
|
2020
Q1 | $14.4M | Sell |
161,831
-120,615
| -43% | -$14.6M | ﹤0.01% | 1466 |
|
|
2019
Q4 | $38.7M | Sell |
282,446
-338,328
| -55% | -$44.8M | 0.01% | 1108 |
|
|
2019
Q3 | $80M | Sell |
620,774
-690,781
| -53% | -$88.4M | 0.02% | 744 |
|
|
2019
Q2 | $169M | Buy |
1,311,555
+1,129,512
| +620% | +$147M | 0.03% | 503 |
|
|
2019
Q1 | $23.4M | Buy |
182,043
+2,221
| +1% | +$283K | ﹤0.01% | 1438 |
|
|
2018
Q4 | $20.5M | Sell |
179,822
-50,065
| -22% | -$6.33M | ﹤0.01% | 1471 |
|
|
2018
Q3 | $32M | Buy |
229,887
+18,700
| +9% | +$2.62M | 0.01% | 1301 |
|
|
2018
Q2 | $28.7M | Buy |
211,187
+154,945
| +275% | +$20.8M | 0.01% | 1328 |
|
|
2018
Q1 | $7.28M | Sell |
56,242
-4,818
| -8% | -$639K | ﹤0.01% | 2264 |
|
|
2017
Q4 | $8.11M | Buy |
61,060
+3,924
| +7% | +$511K | ﹤0.01% | 2288 |
|
|
2017
Q3 | $7.3M | Buy |
57,136
+470
| +0.8% | +$57.9K | ﹤0.01% | 2254 |
|
|
2017
Q2 | $6.96M | Buy |
56,666
+385
| +0.7% | +$47.1K | ﹤0.01% | 2245 |
|
|
2017
Q1 | $6.91M | Buy |
56,281
+9,769
| +21% | +$1.2M | ﹤0.01% | 2195 |
|
|
2016
Q4 | $5.63M | Buy |
46,512
+21,585
| +87% | +$2.48M | ﹤0.01% | 2354 |
|
|
2016
Q3 | $2.76M | Buy |
24,927
+18,531
| +290% | +$2.03M | ﹤0.01% | 2607 |
|
|
2016
Q2 | $674K | Buy |
6,396
+12
| +0.2% | +$1.24K | ﹤0.01% | 3320 |
|
|
2016
Q1 | $650K | Buy |
6,384
+1,243
| +24% | +$117K | ﹤0.01% | 3254 |
|
|
2015
Q4 | $508K | Buy |
5,141
+987
| +24% | +$101K | ﹤0.01% | 3387 |
|
|
2015
Q3 | $402K | Sell |
4,154
-799
| -16% | -$82.9K | ﹤0.01% | 3504 |
|
|
2015
Q2 | $534K | Buy |
+4,953
| New | +$543K | ﹤0.01% | 3538 |
|
|
2014
Q3 | – | Sell |
-2,882
| Closed | -$304K | – | 4270 |
|
|
2014
Q2 | $304K | Sell |
2,882
-34,478
| -92% | -$3.48M | ﹤0.01% | 3268 |
|
|
2014
Q1 | $3.76M | Buy |
37,360
+343
| +0.9% | +$33.4K | ﹤0.01% | 2249 |
|
|
2013
Q4 | $3.6M | Buy |
37,017
+1,021
| +3% | +$96.3K | ﹤0.01% | 2377 |
|
|
2013
Q3 | $3.25M | Buy |
35,996
+2,236
| +7% | +$198K | ﹤0.01% | 2481 |
|
|
2013
Q2 | $2.83M | Buy |
+33,760
| New | +$2.8M | ﹤0.01% | 2546 |
|
Other funds holding VBR
AL
JP Morgan Chase's VBR Position: Q2 2026 in Review
JP Morgan Chase reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.7% in Q2 2026, selling an estimated $11.7M and leaving 702,244 shares worth $171M. The position accounts for 0.01% of the portfolio, ranked #811.
JP Morgan Chase first reported a position in VBR in Q2 2013 and has held it in 50 quarters since. 1,761 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- JP Morgan Chase held 702,244 shares of Vanguard Morningstar Small-Cap Value ETF worth $171M as of Q2 2026.
- JP Morgan Chase sold 50,381 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $11.7M.
- Vanguard Morningstar Small-Cap Value ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #811 holding.
- JP Morgan Chase first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 50 quarters since.
- 1,761 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.