JP Morgan Chase
VIOV icon

JP Morgan Chase’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

JP Morgan Chase’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Buy
24,792
+19
+0.1% +$1.97K ﹤0.01% 3945
2025
Q4 		$2.42M Buy
24,773
+135
+0.5% +$13K ﹤0.01% 3936
2025
Q3 		$2.35M Buy
24,638
+239
+1% +$21.9K ﹤0.01% 3964
2025
Q2 		$2.09M Sell
24,399
-2,204
-8% -$179K ﹤0.01% 3883
2025
Q1 		$2.23M Sell
26,603
-1,498
-5% -$136K ﹤0.01% 3794
2024
Q4 		$2.62M Sell
28,101
-5,505
-16% -$525K ﹤0.01% 3940
2024
Q3 		$3.11M Buy
33,606
+22,278
+197% +$1.99M ﹤0.01% 3617
2024
Q2 		$948K Buy
11,328
+7,183
+173% +$608K ﹤0.01% 4313
2024
Q1 		$367K Sell
4,145
-21,137
-84% -$1.8M ﹤0.01% 4992
2023
Q4 		$2.24M Buy
25,282
+24,122
+2,079% +$1.9M ﹤0.01% 3757
2023
Q3 		$89.4K Sell
1,160
-994
-46% -$81.8K ﹤0.01% 5547
2023
Q2 		$177K Sell
2,154
-127
-6% -$10K ﹤0.01% 5149
2023
Q1 		$184K Buy
2,281
+265
+13% +$22.3K ﹤0.01% 5112
2022
Q4 		$158K Buy
+2,016
New +$161K ﹤0.01% 5154
2022
Q3 		– Sell
-498
Closed -$38K – 6885
2022
Q2 		$38K Buy
+498
New +$41.3K ﹤0.01% 5730

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.08% in Q1 2026, buying an estimated $1.97K and bringing the position to 24,792 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

JP Morgan Chase first reported a position in VIOV in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q3 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • JP Morgan Chase held 24,792 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.47M as of Q1 2026.
  • JP Morgan Chase bought 19 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.97K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3945 holding.
  • JP Morgan Chase first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 15 quarters since.
  • JP Morgan Chase's Vanguard S&P Small-Cap 600 Value ETF position peaked at $3.11M in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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