JP Morgan Chase
VUG icon

JP Morgan Chase’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JP Morgan Chase’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-600
Closed -$29K – 6925
2022
Q1 		$29K Buy
+600
New +$28.4K ﹤0.01% 5985
2021
Q4 		– Sell
-1,200
Closed -$58K – 6988
2021
Q3 		$58K Buy
+1,200
New +$59.7K ﹤0.01% 5787

Other funds holding VUG

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.6% in Q1 2026, buying an estimated $72.1M and bringing the position to 11,684,976 shares worth $818M. The position accounts for 0.05% of the portfolio, ranked #296.

JP Morgan Chase first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $875M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • JP Morgan Chase held 11,684,976 shares of Vanguard Morningstar Growth ETF worth $818M as of Q1 2026.
  • JP Morgan Chase bought 927,390 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $72.1M.
  • Vanguard Morningstar Growth ETF made up 0.05% of JP Morgan Chase's portfolio in Q1 2026, its #296 holding.
  • JP Morgan Chase first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Vanguard Morningstar Growth ETF position peaked at $875M in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

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