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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
2017
Q4 		– Sell
-9,000
Closed -$45K – 253
2017
Q3 		$45K Buy
+9,000
New +$830K 0.01% 146

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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. 5,054 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.
  • 5,054 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.