JP Morgan Chase
VIG icon

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
2019
Q2 		– Sell
-1,500
Closed -$164K – 6031
2019
Q1 		$164K Buy
+1,500
New +$158K ﹤0.01% 4714

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase's VIG Position: Q1 2026 in Review

JP Morgan Chase reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q1 2026, selling an estimated $10.9M and leaving 3,195,623 shares worth $673M. The position accounts for 0.04% of the portfolio, ranked #347.

JP Morgan Chase first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $899M in Q4 2019. 2,522 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • JP Morgan Chase held 3,195,623 shares of Vanguard Dividend Appreciation ETF worth $673M as of Q1 2026.
  • JP Morgan Chase sold 49,027 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $10.9M.
  • Vanguard Dividend Appreciation ETF made up 0.04% of JP Morgan Chase's portfolio in Q1 2026, its #347 holding.
  • JP Morgan Chase first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Vanguard Dividend Appreciation ETF position peaked at $899M in Q4 2019.
  • 2,522 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.