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

JP Morgan Chase’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,900	Closed	-$646K	–	6922
2022 Q1	$646K	Buy	+2,900	New	+$640K	﹤0.01%	4540
2020 Q3	–	Sell	-800	Closed	-$132K	–	5812
2020 Q2	$132K	Buy	+800	New	+$121K	﹤0.01%	4456
2020 Q1	–	Sell	-500	Closed	-$79K	–	5760
2019 Q4	$79K	Hold	500	–	–	﹤0.01%	4976
2019 Q3	$74K	Hold	500	–	–	﹤0.01%	5007
2019 Q2	$74K	Sell	500 -1,100	-69%	-$160K	﹤0.01%	5029
2019 Q1	$228K	Buy	+1,600	New	+$215K	﹤0.01%	4575

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

JP Morgan Chase reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.63% in Q1 2026, selling an estimated $283K and leaving 163,981 shares worth $40.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

JP Morgan Chase first reported a position in VOT in Q2 2013 and has held it in 46 quarters since. The position peaked at $53.3M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

JP Morgan Chase held 163,981 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $40.9M as of Q1 2026.
JP Morgan Chase sold 1,032 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $283K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1510 holding.
JP Morgan Chase first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 46 quarters since.
JP Morgan Chase's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $53.3M in Q4 2024.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

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