Virtus Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Virtus Investment 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
2025 Q4	–	Sell	-6,145	Closed	-$1.94M	–	513
2025 Q3	$1.94M	Buy	6,145 +454	+8%	+$135K	0.56%	42
2025 Q2	$1.65M	Buy	5,691 +375	+7%	+$95.7K	0.56%	35
2025 Q1	$1.3M	Buy	5,316 +4,397	+478%	+$1.12M	0.35%	76
2024 Q4	$220K	Hold	919	–	–	0.17%	189
2024 Q3	$194K	Hold	919	–	–	0.15%	202
2024 Q2	$186K	Sell	919 -21	-2%	-$4.11K	0.16%	187
2024 Q1	$188K	Sell	940 -100	-10%	-$18K	0.13%	197
2023 Q4	$177K	Hold	1,040	–	–	0.13%	205
2023 Q3	$151K	Buy	+1,040	New	+$156K	0.1%	198
2018 Q1	–	Sell	-81,876	Closed	-$8.76M	–	239
2017 Q4	$8.76M	Buy	81,876 +2,884	+4%	+$292K	0.95%	24
2017 Q3	$7.54M	Sell	78,992 -8,164	-9%	-$753K	0.79%	29
2017 Q2	$7.97M	Sell	87,156 -26,932	-24%	-$2.32M	0.78%	30
2017 Q1	$10M	Sell	114,088 -20,584	-15%	-$1.82M	0.89%	24
2016 Q4	$11.6M	Buy	134,672 +104,866	+352%	+$8M	0.9%	21
2016 Q3	$1.99M	Buy	+29,806	New	+$1.94M	0.13%	223

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Virtus Investment Advisers's JPM Position: Q4 2025 in Review

Virtus Investment Advisers sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 6,145 shares — an estimated $1.94M sold.

Virtus Investment Advisers first reported a position in JPM in Q3 2016 and held it in 15 quarters. The position peaked at $11.6M in Q4 2016. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Virtus Investment Advisers reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 6,145 JPMorgan Chase shares in Q4 2025, an estimated $1.94M.
Virtus Investment Advisers first reported a position in JPMorgan Chase in Q3 2016 and held it in 15 quarters.
Virtus Investment Advisers's JPMorgan Chase position peaked at $11.6M in Q4 2016.
5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.