Virtus ETF Advisers’s JPMorgan Chase JPM Stock Holding History

Virtus ETF Advisers’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.3K	Sell	324 -36	-10%	-$10.9K	0.04%	338
2025 Q4	$116K	Sell	360 -1,589	-82%	-$492K	0.05%	317
2025 Q3	$615K	Sell	1,949 -1,146	-37%	-$341K	0.34%	77
2025 Q2	$897K	Buy	3,095 +856	+38%	+$218K	0.55%	47
2025 Q1	$549K	Sell	2,239 -2,865	-56%	-$730K	0.36%	85
2024 Q4	$1.22M	Buy	5,104 +932	+22%	+$217K	0.5%	37
2024 Q3	$880K	Buy	+4,172	New	+$879K	0.41%	111

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Virtus ETF Advisers's JPM Position: Q1 2026 in Review

Virtus ETF Advisers reduced its JPMorgan Chase (JPM) stake by 10% in Q1 2026, selling an estimated $10.9K and leaving 324 shares worth $95.3K. The position accounts for 0.04% of the portfolio, ranked #338.

Virtus ETF Advisers first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Virtus ETF Advisers held 324 shares of JPMorgan Chase worth $95.3K as of Q1 2026.
Virtus ETF Advisers sold 36 JPMorgan Chase shares in Q1 2026, an estimated $10.9K.
JPMorgan Chase made up 0.04% of Virtus ETF Advisers's portfolio in Q1 2026, its #338 holding.
Virtus ETF Advisers first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
Virtus ETF Advisers's JPMorgan Chase position peaked at $1.22M in Q4 2024.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.