JP Morgan Chase
VTV icon

JP Morgan Chase’s Vanguard Morningstar Value ETF VTV Stock Holding History

JP Morgan Chase’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$910M Buy
4,163,597
+213,746
+5% +$44.6M 0.05% 294
2026
Q1 		$762M Buy
3,949,851
+200,708
+5% +$40.2M 0.05% 316
2025
Q4 		$716M Buy
3,749,143
+226,579
+6% +$42.6M 0.05% 326
2025
Q3 		$657M Sell
3,522,564
-15,074
-0.4% -$2.73M 0.04% 365
2025
Q2 		$625M Sell
3,537,638
-27,110
-0.8% -$4.58M 0.04% 367
2025
Q1 		$616M Buy
3,564,748
+93,289
+3% +$16.3M 0.05% 339
2024
Q4 		$588M Buy
3,471,459
+181,914
+6% +$31.9M 0.04% 343
2024
Q3 		$574M Buy
3,289,545
+296,336
+10% +$49.6M 0.04% 352
2024
Q2 		$480M Buy
2,993,209
+204,607
+7% +$32.7M 0.04% 380
2024
Q1 		$454M Sell
2,788,602
-39,501
-1% -$6.09M 0.04% 408
2023
Q4 		$423M Buy
2,828,103
+1,125,045
+66% +$158M 0.04% 406
2023
Q3 		$235M Buy
1,703,058
+14,548
+0.9% +$2.08M 0.03% 509
2023
Q2 		$240M Buy
1,688,510
+786,875
+87% +$109M 0.03% 502
2023
Q1 		$125M Sell
901,635
-49,591
-5% -$6.96M 0.02% 716
2022
Q4 		$134M Buy
951,226
+193,390
+26% +$26.6M 0.02% 657
2022
Q3 		$93.6M Sell
757,836
-111,398
-13% -$15.1M 0.01% 754
2022
Q2 		$115M Sell
869,234
-40,980
-5% -$5.78M 0.02% 696
2022
Q1 		$135M Buy
910,214
+50,836
+6% +$7.42M 0.02% 713
2021
Q4 		$126M Buy
859,378
+86,668
+11% +$12.4M 0.01% 777
2021
Q3 		$105M Sell
772,710
-34,018
-4% -$4.74M 0.01% 844
2021
Q2 		$111M Buy
806,728
+57,760
+8% +$7.94M 0.01% 852
2021
Q1 		$98.5M Buy
748,968
+143,640
+24% +$18M 0.01% 848
2020
Q4 		$72M Buy
605,328
+54,866
+10% +$6.17M 0.01% 915
2020
Q3 		$57M Buy
550,462
+33,726
+7% +$3.53M 0.01% 910
2020
Q2 		$51.5M Sell
516,736
-23,483
-4% -$2.3M 0.01% 876
2020
Q1 		$48.1M Buy
540,219
+84,194
+18% +$9.24M 0.01% 811
2019
Q4 		$54.7M Sell
456,025
-12,087
-3% -$1.4M 0.01% 915
2019
Q3 		$52.3M Buy
468,112
+97,809
+26% +$10.8M 0.01% 925
2019
Q2 		$40.8M Buy
370,303
+74,511
+25% +$8.13M 0.01% 1077
2019
Q1 		$31.8M Buy
295,792
+16,948
+6% +$1.78M 0.01% 1216
2018
Q4 		$27.3M Buy
278,844
+113,662
+69% +$12M 0.01% 1244
2018
Q3 		$18.3M Buy
165,182
+10,084
+7% +$1.1M ﹤0.01% 1732
2018
Q2 		$16.1M Sell
155,098
-3,344
-2% -$350K ﹤0.01% 1766
2018
Q1 		$16.3M Buy
158,442
+32,821
+26% +$3.52M ﹤0.01% 1670
2017
Q4 		$13.4M Buy
125,621
+15,477
+14% +$1.6M ﹤0.01% 1894
2017
Q3 		$11M Buy
110,144
+20,114
+22% +$1.97M ﹤0.01% 1915
2017
Q2 		$8.69M Buy
90,030
+19,874
+28% +$1.9M ﹤0.01% 2071
2017
Q1 		$6.69M Buy
70,156
+12,281
+21% +$1.17M ﹤0.01% 2224
2016
Q4 		$5.38M Buy
57,875
+35,014
+153% +$3.14M ﹤0.01% 2398
2016
Q3 		$1.99M Sell
22,861
-17,715
-44% -$1.54M ﹤0.01% 2805
2016
Q2 		$3.45M Buy
40,576
+35,369
+679% +$2.96M ﹤0.01% 2517
2016
Q1 		$429K Sell
5,207
-64
-1% -$5.02K ﹤0.01% 3395
2015
Q4 		$429K Sell
5,271
-43,587
-89% -$3.57M ﹤0.01% 3441
2015
Q3 		$3.75M Buy
48,858
+402
+0.8% +$32.7K ﹤0.01% 2398
2015
Q2 		$4.04M Sell
48,456
-9,339
-16% -$796K ﹤0.01% 2524
2015
Q1 		$4.84M Buy
57,795
+10,484
+22% +$881K ﹤0.01% 2375
2014
Q4 		$4M Buy
47,311
+43,656
+1,194% +$3.61M ﹤0.01% 2544
2014
Q3 		$297K Hold
3,655
– – ﹤0.01% 3861
2014
Q2 		$296K Buy
3,655
+65
+2% +$5.15K ﹤0.01% 3280
2014
Q1 		$281K Sell
3,590
-4,917
-58% -$372K ﹤0.01% 3318
2013
Q4 		$650K Hold
8,507
– – ﹤0.01% 3344
2013
Q3 		$594K Sell
8,507
-2,876
-25% -$203K ﹤0.01% 3544
2013
Q2 		$770K Buy
+11,383
New +$770K ﹤0.01% 3406

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Morningstar Value ETF (VTV) stake by 5.4% in Q2 2026, buying an estimated $44.6M and bringing the position to 4,163,597 shares worth $910M. The position accounts for 0.05% of the portfolio, ranked #294.

JP Morgan Chase first reported a position in VTV in Q2 2013 and has held it in 53 quarters since. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • JP Morgan Chase held 4,163,597 shares of Vanguard Morningstar Value ETF worth $910M as of Q2 2026.
  • JP Morgan Chase bought 213,746 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $44.6M.
  • Vanguard Morningstar Value ETF made up 0.05% of JP Morgan Chase's portfolio in Q2 2026, its #294 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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