JP Morgan Chase
VRT icon

JP Morgan Chase’s Vertiv VRT Stock Holding History

JP Morgan Chase’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.4M Sell
57,800
-67,100
-54% -$18.3M ﹤0.01% 2508
2026
Q2 		$38.3M Buy
124,900
+32,500
+35% +$10.3M ﹤0.01% 1674
2026
Q1 		$21.6M Sell
92,400
-13,100
-12% -$2.91M ﹤0.01% 2005
2025
Q4 		$17.1M Buy
105,500
+103,100
+4,296% +$17.9M ﹤0.01% 2198
2025
Q3 		$362K Buy
+2,400
New +$320K ﹤0.01% 5200
2025
Q2 		– Sell
-2,900
Closed -$209K – 7684
2025
Q1 		$209K Buy
+2,900
New +$309K ﹤0.01% 5222
2024
Q4 		– Sell
-100
Closed -$9.9K – 7758
2024
Q3 		$9.9K Sell
100
-25,100
-100% -$2.08M ﹤0.01% 6367
2024
Q2 		$2.18M Buy
+25,200
New +$2.29M ﹤0.01% 3713
2023
Q4 		– Sell
-10,000
Closed -$372K – 7901
2023
Q3 		$372K Buy
+10,000
New +$330K ﹤0.01% 4654

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase's VRT Position: Q3 2026 in Review

JP Morgan Chase increased its Vertiv (VRT) stake by 9% in Q3 2026, buying an estimated $247M and bringing the position to 10,967,819 shares worth $2.72B. The position accounts for 0.15% of the portfolio, ranked #137.

JP Morgan Chase first reported a position in VRT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.09B in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • JP Morgan Chase held 10,967,819 shares of Vertiv worth $2.72B as of Q3 2026.
  • JP Morgan Chase bought 906,615 Vertiv shares in Q3 2026, an estimated $247M.
  • Vertiv made up 0.15% of JP Morgan Chase's portfolio in Q3 2026, its #137 holding.
  • JP Morgan Chase first reported a position in Vertiv in Q4 2019 and has held it in 28 quarters since.
  • JP Morgan Chase's Vertiv position peaked at $3.09B in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.