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 Q2	$113K	Buy	346 +22	+7%	+$6.83K	0.04%	354
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Virtus ETF Advisers's JPM Position: Q2 2026 in Review

Virtus ETF Advisers increased its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, buying an estimated $6.83K and bringing the position to 346 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #354.

Virtus ETF Advisers first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Virtus ETF Advisers held 346 shares of JPMorgan Chase worth $113K as of Q2 2026.
Virtus ETF Advisers bought 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.04% of Virtus ETF Advisers's portfolio in Q2 2026, its #354 holding.
Virtus ETF Advisers first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Virtus ETF Advisers's JPMorgan Chase position peaked at $1.22M in Q4 2024.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.