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
2022
Q2 		– Sell
-200
Closed -$30K – 6924
2022
Q1 		$30K Buy
+200
New +$29.2K ﹤0.01% 5968
2021
Q4 		– Sell
-400
Closed -$54K – 6987
2021
Q3 		$54K Buy
+400
New +$55.7K ﹤0.01% 5818

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

JP Morgan Chase increased its Vanguard Morningstar Value ETF (VTV) stake by 5.4% in Q1 2026, buying an estimated $40.2M and bringing the position to 3,949,851 shares worth $762M. The position accounts for 0.05% of the portfolio, ranked #316.

JP Morgan Chase first reported a position in VTV in Q2 2013 and has held it in 52 quarters since. 2,708 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • JP Morgan Chase held 3,949,851 shares of Vanguard Morningstar Value ETF worth $762M as of Q1 2026.
  • JP Morgan Chase bought 200,708 Vanguard Morningstar Value ETF shares in Q1 2026, an estimated $40.2M.
  • Vanguard Morningstar Value ETF made up 0.05% of JP Morgan Chase's portfolio in Q1 2026, its #316 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Value ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,708 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2026.

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