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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
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.