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 $1.55T 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 22.9% 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. 2,807 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.
  • 2,807 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.