JPL Wealth Management’s Virtus Investment Partners VRTS Stock Holding History

JPL Wealth Management’s Portfolio VRTS Stock Details VRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34K	Buy	+10	New	+$1.48K	﹤0.01%	1106

Other funds holding VRTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JPL Wealth Management's VRTS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Virtus Investment Partners (VRTS) in Q1 2026: 10 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

JPL Wealth Management held 10 shares of Virtus Investment Partners worth $1.34K as of Q1 2026.
Virtus Investment Partners was a new JPL Wealth Management position in Q1 2026.
Virtus Investment Partners made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1106 holding.
237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.