JP Morgan Chase
VTWV icon

JP Morgan Chase’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

JP Morgan Chase’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.61M Buy
33,847
+2,601
+8% +$480K ﹤0.01% 3184
2026
Q1 		$5.09M Buy
31,246
+9,177
+42% +$1.57M ﹤0.01% 3279
2025
Q4 		$3.53M Sell
22,069
-1,647
-7% -$261K ﹤0.01% 3628
2025
Q3 		$3.7M Buy
23,716
+546
+2% +$81.3K ﹤0.01% 3620
2025
Q2 		$3.22M Sell
23,170
-1,501
-6% -$197K ﹤0.01% 3545
2025
Q1 		$3.28M Sell
24,671
-3,390
-12% -$482K ﹤0.01% 3506
2024
Q4 		$4.06M Sell
28,061
-807
-3% -$121K ﹤0.01% 3545
2024
Q3 		$4.25M Buy
28,868
+1,249
+5% +$179K ﹤0.01% 3329
2024
Q2 		$3.7M Sell
27,619
-28,683
-51% -$3.86M ﹤0.01% 3277
2024
Q1 		$7.87M Sell
56,302
-9,844
-15% -$1.31M ﹤0.01% 2704
2023
Q4 		$9.03M Buy
66,146
+22,417
+51% +$2.73M ﹤0.01% 2583
2023
Q3 		$5.22M Buy
43,729
+912
+2% +$115K ﹤0.01% 2815
2023
Q2 		$5.29M Buy
42,817
+40,125
+1,491% +$4.77M ﹤0.01% 2812
2023
Q1 		$325K Buy
2,692
+423
+19% +$53.8K ﹤0.01% 4759
2022
Q4 		$276K Buy
2,269
+339
+18% +$42K ﹤0.01% 4876
2022
Q3 		$219K Sell
1,930
-298
-13% -$37.8K ﹤0.01% 4904
2022
Q2 		$265K Sell
2,228
-596
-21% -$77.8K ﹤0.01% 4926
2022
Q1 		$398K Sell
2,824
-39,545
-93% -$5.52M ﹤0.01% 4839
2021
Q4 		$6.16M Buy
42,369
+39,113
+1,201% +$5.72M ﹤0.01% 2878
2021
Q3 		$457K Sell
3,256
-600
-16% -$84.5K ﹤0.01% 4784
2021
Q2 		$561K Sell
3,856
-653
-14% -$94.4K ﹤0.01% 4622
2021
Q1 		$630K Sell
4,509
-43,603
-91% -$5.77M ﹤0.01% 4533
2020
Q4 		$5.56M Sell
48,112
-988
-2% -$102K ﹤0.01% 2728
2020
Q3 		$4.26M Sell
49,100
-45,451
-48% -$4.04M ﹤0.01% 2700
2020
Q2 		$8.06M Buy
+94,551
New +$7.53M ﹤0.01% 2071
2019
Q3 		– Sell
-860
Closed -$89K – 5979
2019
Q2 		$89K Buy
+860
New +$90.5K ﹤0.01% 4976

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 8.3% in Q2 2026, buying an estimated $480K and bringing the position to 33,847 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

JP Morgan Chase first reported a position in VTWV in Q2 2019 and has held it in 26 quarters since. The position peaked at $9.03M in Q4 2023. 193 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • JP Morgan Chase held 33,847 shares of Vanguard Russell 2000 Value ETF worth $6.61M as of Q2 2026.
  • JP Morgan Chase bought 2,601 Vanguard Russell 2000 Value ETF shares in Q2 2026, an estimated $480K.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3184 holding.
  • JP Morgan Chase first reported a position in Vanguard Russell 2000 Value ETF in Q2 2019 and has held it in 26 quarters since.
  • JP Morgan Chase's Vanguard Russell 2000 Value ETF position peaked at $9.03M in Q4 2023.
  • 193 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

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