JP Morgan Chase
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JP Morgan Chase’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

JP Morgan Chase’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694M Buy
8,628,563
+144,635
+2% +$11.2M 0.04% 366
2026
Q1 		$596M Sell
8,483,928
-66,800
-0.8% -$4.96M 0.04% 378
2025
Q4 		$620M Buy
8,550,728
+148,196
+2% +$10.8M 0.04% 357
2025
Q3 		$617M Sell
8,402,532
-181,512
-2% -$13M 0.04% 382
2025
Q2 		$601M Sell
8,584,044
-612,692
-7% -$40.2M 0.04% 378
2025
Q1 		$595M Sell
9,196,736
-30,380
-0.3% -$2.04M 0.04% 350
2024
Q4 		$609M Buy
9,227,116
+812,668
+10% +$55.2M 0.05% 335
2024
Q3 		$555M Sell
8,414,448
-142,932
-2% -$8.97M 0.04% 365
2024
Q2 		$518M Sell
8,557,380
-771,236
-8% -$46.9M 0.04% 363
2024
Q1 		$583M Sell
9,328,616
-405,000
-4% -$23.9M 0.05% 348
2023
Q4 		$566M Sell
9,733,616
-126,372
-1% -$6.75M 0.05% 325
2023
Q3 		$513M Buy
9,859,988
+1,008,660
+11% +$55.3M 0.06% 309
2023
Q2 		$487M Buy
8,851,328
+369,692
+4% +$19.4M 0.05% 326
2023
Q1 		$447M Sell
8,481,636
-6,591,608
-44% -$351M 0.05% 331
2022
Q4 		$768M Sell
15,073,244
-92,960
-0.6% -$4.74M 0.1% 208
2022
Q3 		$713M Sell
15,166,204
-32,592
-0.2% -$1.7M 0.1% 209
2022
Q2 		$748M Sell
15,198,796
-2,540,176
-14% -$137M 0.1% 205
2022
Q1 		$1.05B Buy
17,738,972
+899,068
+5% +$52.7M 0.13% 172
2021
Q4 		$1.07B Buy
16,839,904
+1,048,208
+7% +$65.7M 0.12% 184
2021
Q3 		$935M Buy
15,791,696
+1,711,792
+12% +$103M 0.12% 196
2021
Q2 		$835M Buy
14,079,904
+173,428
+1% +$10.1M 0.1% 228
2021
Q1 		$770M Sell
13,906,476
-220,744
-2% -$12M 0.1% 209
2020
Q4 		$730M Sell
14,127,220
-78,144
-0.6% -$3.78M 0.11% 199
2020
Q3 		$622M Sell
14,205,364
-4,103,984
-22% -$179M 0.1% 198
2020
Q2 		$750M Sell
18,309,348
-994,424
-5% -$38.1M 0.14% 158
2020
Q1 		$635M Sell
19,303,772
-3,528,884
-15% -$146M 0.15% 153
2019
Q4 		$1.02B Buy
22,832,656
+1,336,328
+6% +$57.4M 0.19% 109
2019
Q3 		$901M Buy
21,496,328
+1,952,324
+10% +$81.6M 0.18% 125
2019
Q2 		$809M Sell
19,544,004
-1,952,268
-9% -$79.9M 0.16% 140
2019
Q1 		$864M Buy
21,496,272
+212,272
+1% +$8.16M 0.18% 125
2018
Q4 		$735M Buy
21,284,000
+3,286,884
+18% +$123M 0.17% 135
2018
Q3 		$739M Buy
17,997,116
+3,084,160
+21% +$126M 0.14% 154
2018
Q2 		$588M Buy
14,912,956
+5,564,584
+60% +$218M 0.12% 173
2018
Q1 		$360M Buy
9,348,372
+2,260,652
+32% +$89M 0.08% 270
2017
Q4 		$274M Sell
7,087,720
-105,984
-1% -$4M 0.06% 335
2017
Q3 		$263M Sell
7,193,704
-2,679,956
-27% -$96.7M 0.06% 333
2017
Q2 		$352M Sell
9,873,660
-18,577,040
-65% -$656M 0.08% 263
2017
Q1 		$990M Buy
28,450,700
+1,679,164
+6% +$57.7M 0.23% 91
2016
Q4 		$881M Buy
26,771,536
+610,192
+2% +$19.8M 0.21% 104
2016
Q3 		$847M Buy
26,161,344
+1,595,728
+6% +$51.2M 0.21% 110
2016
Q2 		$759M Sell
24,565,616
-334,308
-1% -$10.2M 0.19% 122
2016
Q1 		$755M Sell
24,899,924
-7,498,328
-23% -$212M 0.19% 123
2015
Q4 		$973M Buy
32,398,252
+1,498,152
+5% +$45.7M 0.24% 84
2015
Q3 		$901M Buy
30,900,100
+2,951,532
+11% +$92M 0.24% 89
2015
Q2 		$890M Buy
27,948,568
+5,466,836
+24% +$177M 0.21% 100
2015
Q1 		$746M Buy
22,481,732
+11,323,264
+101% +$356M 0.17% 134
2014
Q4 		$345M Buy
11,158,468
+5,544,420
+99% +$167M 0.08% 288
2014
Q3 		$165M Buy
5,614,048
+4,460,308
+387% +$132M 0.04% 467
2014
Q2 		$34.2M Sell
1,153,740
-36,176
-3% -$1.03M 0.01% 1045
2014
Q1 		$33.8M Buy
1,189,916
+113,448
+11% +$3.15M 0.01% 1021
2013
Q4 		$29.6M Sell
1,076,468
-15,120
-1% -$403K 0.01% 1086
2013
Q3 		$28M Buy
1,091,588
+17,984
+2% +$451K 0.01% 1119
2013
Q2 		$25.5M Buy
+1,073,604
New +$25.5M 0.01% 1096

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.7% in Q2 2026, buying an estimated $11.2M and bringing the position to 8,628,563 shares worth $694M. The position accounts for 0.04% of the portfolio, ranked #366.

JP Morgan Chase first reported a position in VO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.07B in Q4 2021. 2,105 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • JP Morgan Chase held 8,628,563 shares of Vanguard Morningstar Mid-Cap ETF worth $694M as of Q2 2026.
  • JP Morgan Chase bought 144,635 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.2M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.04% of JP Morgan Chase's portfolio in Q2 2026, its #366 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Vanguard Morningstar Mid-Cap ETF position peaked at $1.07B in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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