JP Morgan Chase
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JP Morgan Chase’s Virtus Investment Partners VRTS Stock Holding History

JP Morgan Chase’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12M Buy
92,462
+256
+0.3% +$37.8K ﹤0.01% 2506
2025
Q4 		$15M Sell
92,206
-5,377
-6% -$909K ﹤0.01% 2314
2025
Q3 		$18.5M Sell
97,583
-6,747
-6% -$1.33M ﹤0.01% 2164
2025
Q2 		$18.9M Sell
104,330
-12,515
-11% -$2.08M ﹤0.01% 1995
2025
Q1 		$20.1M Sell
116,845
-41,183
-26% -$7.86M ﹤0.01% 1930
2024
Q4 		$34.9M Buy
158,028
+12,642
+9% +$2.88M ﹤0.01% 1554
2024
Q3 		$30.5M Buy
145,386
+3,651
+3% +$782K ﹤0.01% 1668
2024
Q2 		$32M Buy
141,735
+38,880
+38% +$8.85M ﹤0.01% 1512
2024
Q1 		$25.5M Buy
102,855
+18,528
+22% +$4.39M ﹤0.01% 1725
2023
Q4 		$20.4M Sell
84,327
-15,308
-15% -$3.05M ﹤0.01% 1842
2023
Q3 		$20.1M Buy
99,635
+28,359
+40% +$5.77M ﹤0.01% 1674
2023
Q2 		$14.1M Buy
71,276
+1,117
+2% +$211K ﹤0.01% 1999
2023
Q1 		$13.4M Sell
70,159
-3,152
-4% -$637K ﹤0.01% 2011
2022
Q4 		$14M Buy
73,311
+16,282
+29% +$2.91M ﹤0.01% 1940
2022
Q3 		$9.1M Sell
57,029
-7,244
-11% -$1.39M ﹤0.01% 2219
2022
Q2 		$11M Buy
64,273
+4,590
+8% +$867K ﹤0.01% 2074
2022
Q1 		$14.3M Sell
59,683
-31,730
-35% -$8.01M ﹤0.01% 2050
2021
Q4 		$27.2M Sell
91,413
-12,054
-12% -$3.74M ﹤0.01% 1565
2021
Q3 		$32.1M Buy
103,467
+14,999
+17% +$4.45M ﹤0.01% 1433
2021
Q2 		$24.6M Sell
88,468
-15,157
-15% -$4.1M ﹤0.01% 1668
2021
Q1 		$24.4M Buy
103,625
+14,107
+16% +$3.39M ﹤0.01% 1583
2020
Q4 		$19.4M Sell
89,518
-1,879
-2% -$341K ﹤0.01% 1633
2020
Q3 		$12.5M Buy
91,397
+7,862
+9% +$1.06M ﹤0.01% 1857
2020
Q2 		$9.71M Sell
83,535
-283
-0.3% -$26.5K ﹤0.01% 1918
2020
Q1 		$6.38M Buy
83,818
+56,841
+211% +$6.41M ﹤0.01% 2072
2019
Q4 		$3.28M Sell
26,977
-7,818
-22% -$872K ﹤0.01% 3021
2019
Q3 		$3.85M Buy
34,795
+18,171
+109% +$1.95M ﹤0.01% 2907
2019
Q2 		$1.75M Buy
16,624
+10,943
+193% +$1.22M ﹤0.01% 3477
2019
Q1 		$554K Sell
5,681
-102,595
-95% -$9.71M ﹤0.01% 4149
2018
Q4 		$8.6M Buy
108,276
+11,868
+12% +$1.15M ﹤0.01% 2143
2018
Q3 		$11M Sell
96,408
-23,117
-19% -$2.94M ﹤0.01% 2125
2018
Q2 		$15.3M Sell
119,525
-11,681
-9% -$1.45M ﹤0.01% 1807
2018
Q1 		$16.2M Sell
131,206
-43,663
-25% -$5.53M ﹤0.01% 1677
2017
Q4 		$20.1M Buy
174,869
+3
+0% +$353 ﹤0.01% 1561
2017
Q3 		$20.3M Buy
174,866
+42,139
+32% +$4.71M ﹤0.01% 1481
2017
Q2 		$14.7M Sell
132,727
-53,198
-29% -$5.64M ﹤0.01% 1672
2017
Q1 		$19.7M Buy
185,925
+62,331
+50% +$6.97M ﹤0.01% 1480
2016
Q4 		$14.6M Buy
123,594
+95,194
+335% +$10.4M ﹤0.01% 1674
2016
Q3 		$2.78M Buy
28,400
+26,946
+1,853% +$2.36M ﹤0.01% 2600
2016
Q2 		$103K Sell
1,454
-5,050
-78% -$383K ﹤0.01% 3874
2016
Q1 		$508K Buy
6,504
+948
+17% +$85.2K ﹤0.01% 3338
2015
Q4 		$653K Sell
5,556
-700
-11% -$83.9K ﹤0.01% 3296
2015
Q3 		$629K Buy
6,256
+256
+4% +$29.5K ﹤0.01% 3335
2015
Q2 		$794K Sell
6,000
-32,039
-84% -$4.18M ﹤0.01% 3386
2015
Q1 		$4.97M Buy
38,039
+30,920
+434% +$4.37M ﹤0.01% 2351
2014
Q4 		$1.21M Sell
7,119
-2,574
-27% -$431K ﹤0.01% 3245
2014
Q3 		$1.68M Buy
+9,693
New +$1.97M ﹤0.01% 3035
2014
Q1 		– Sell
-8,135
Closed -$1.63M – 3956
2013
Q4 		$1.63M Buy
8,135
+938
+13% +$180K ﹤0.01% 2882
2013
Q3 		$1.17M Sell
7,197
-11,314
-61% -$2.05M ﹤0.01% 3169
2013
Q2 		$3.26M Buy
+18,511
New +$3.83M ﹤0.01% 2434

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

JP Morgan Chase increased its Virtus Investment Partners (VRTS) stake by 0.28% in Q1 2026, buying an estimated $37.8K and bringing the position to 92,462 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

JP Morgan Chase first reported a position in VRTS in Q2 2013 and has held it in 50 quarters since. The position peaked at $34.9M in Q4 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • JP Morgan Chase held 92,462 shares of Virtus Investment Partners worth $12M as of Q1 2026.
  • JP Morgan Chase bought 256 Virtus Investment Partners shares in Q1 2026, an estimated $37.8K.
  • Virtus Investment Partners made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2506 holding.
  • JP Morgan Chase first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 50 quarters since.
  • JP Morgan Chase's Virtus Investment Partners position peaked at $34.9M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

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