JP Morgan Chase
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JP Morgan Chase’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

JP Morgan Chase’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$754M Sell
3,194,824
-799
-0% -$183K 0.04% 343
2026
Q1 		$673M Sell
3,195,623
-49,027
-2% -$10.9M 0.04% 347
2025
Q4 		$713M Buy
3,244,650
+127,711
+4% +$27.9M 0.04% 327
2025
Q3 		$673M Sell
3,116,939
-41,978
-1% -$8.82M 0.04% 356
2025
Q2 		$647M Sell
3,158,917
-21,348
-0.7% -$4.14M 0.04% 362
2025
Q1 		$617M Sell
3,180,265
-525,921
-14% -$105M 0.05% 338
2024
Q4 		$726M Buy
3,706,186
+410,597
+12% +$82M 0.05% 302
2024
Q3 		$653M Buy
3,295,589
+123,584
+4% +$23.5M 0.05% 317
2024
Q2 		$579M Buy
3,172,005
+18,028
+0.6% +$3.24M 0.05% 334
2024
Q1 		$576M Buy
3,153,977
+283,300
+10% +$49.8M 0.05% 353
2023
Q4 		$489M Buy
2,870,677
+1,876,694
+189% +$302M 0.05% 358
2023
Q3 		$154M Buy
993,983
+65,850
+7% +$10.7M 0.02% 635
2023
Q2 		$151M Sell
928,133
-467,317
-33% -$73.2M 0.02% 652
2023
Q1 		$215M Buy
1,395,450
+496,791
+55% +$76.1M 0.03% 521
2022
Q4 		$136M Buy
898,659
+58,789
+7% +$8.76M 0.02% 650
2022
Q3 		$114M Sell
839,870
-1,802,866
-68% -$268M 0.02% 673
2022
Q2 		$379M Sell
2,642,736
-60,170
-2% -$9.16M 0.05% 338
2022
Q1 		$438M Sell
2,702,906
-2,020,009
-43% -$326M 0.05% 343
2021
Q4 		$811M Sell
4,722,915
-676,430
-13% -$111M 0.09% 228
2021
Q3 		$829M Buy
5,399,345
+2,855,948
+112% +$455M 0.1% 209
2021
Q2 		$394M Buy
2,543,397
+138,249
+6% +$21.2M 0.05% 408
2021
Q1 		$354M Sell
2,405,148
-326,595
-12% -$46.5M 0.05% 396
2020
Q4 		$386M Buy
2,731,743
+211,468
+8% +$28.7M 0.06% 335
2020
Q3 		$322M Sell
2,520,275
-1,106,316
-31% -$139M 0.05% 335
2020
Q2 		$425M Sell
3,626,591
-1,833,436
-34% -$209M 0.08% 248
2020
Q1 		$565M Sell
5,460,027
-1,751,004
-24% -$209M 0.13% 167
2019
Q4 		$899M Buy
7,211,031
+3,048,757
+73% +$369M 0.17% 127
2019
Q3 		$498M Buy
4,162,274
+8,326
+0.2% +$982K 0.1% 218
2019
Q2 		$476M Sell
4,153,948
-148,654
-3% -$16.7M 0.09% 229
2019
Q1 		$472M Sell
4,302,602
-1,119,286
-21% -$118M 0.1% 228
2018
Q4 		$531M Buy
5,421,888
+4,700,605
+652% +$490M 0.12% 177
2018
Q3 		$79.8M Buy
721,283
+8,828
+1% +$949K 0.02% 799
2018
Q2 		$72.4M Sell
712,455
-8,019
-1% -$817K 0.01% 785
2018
Q1 		$72.8M Buy
720,474
+3,234
+0.5% +$335K 0.02% 767
2017
Q4 		$73.2M Buy
717,240
+13,158
+2% +$1.3M 0.02% 793
2017
Q3 		$66.6M Buy
704,082
+18,918
+3% +$1.77M 0.01% 791
2017
Q2 		$63.5M Sell
685,164
-185,393
-21% -$17M 0.01% 804
2017
Q1 		$78.3M Buy
870,557
+48,049
+6% +$4.26M 0.02% 720
2016
Q4 		$70.1M Buy
822,508
+71,901
+10% +$6.05M 0.02% 728
2016
Q3 		$63M Buy
750,607
+75,022
+11% +$6.36M 0.02% 737
2016
Q2 		$56.2M Buy
675,585
+11,604
+2% +$948K 0.01% 796
2016
Q1 		$53.9M Buy
663,981
+20,876
+3% +$1.6M 0.01% 778
2015
Q4 		$50M Sell
643,105
-10,426
-2% -$814K 0.01% 802
2015
Q3 		$48.2M Sell
653,531
-60,103
-8% -$4.66M 0.01% 796
2015
Q2 		$56.1M Buy
713,634
+22,396
+3% +$1.81M 0.01% 833
2015
Q1 		$55.6M Sell
691,238
-79,762
-10% -$6.47M 0.01% 842
2014
Q4 		$62.6M Sell
771,000
-4,274
-0.6% -$338K 0.01% 837
2014
Q3 		$59.7M Buy
775,274
+6,595
+0.9% +$511K 0.01% 813
2014
Q2 		$59.9M Buy
768,679
+22,823
+3% +$1.75M 0.02% 772
2014
Q1 		$56.1M Buy
745,856
+48,958
+7% +$3.61M 0.02% 752
2013
Q4 		$52.4M Buy
696,898
+180,500
+35% +$13.1M 0.01% 781
2013
Q3 		$35.9M Buy
516,398
+26,611
+5% +$1.84M 0.01% 981
2013
Q2 		$32.4M Buy
+489,787
New +$32.9M 0.01% 968

Other funds holding VIG

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
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

JP Morgan Chase reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.03% in Q2 2026, selling an estimated $183K and leaving 3,194,824 shares worth $754M. The position accounts for 0.04% of the portfolio, ranked #343.

JP Morgan Chase first reported a position in VIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $899M in Q4 2019. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • JP Morgan Chase held 3,194,824 shares of Vanguard Dividend Appreciation ETF worth $754M as of Q2 2026.
  • JP Morgan Chase sold 799 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of JP Morgan Chase's portfolio in Q2 2026, its #343 holding.
  • JP Morgan Chase first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Vanguard Dividend Appreciation ETF position peaked at $899M in Q4 2019.
  • 2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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