Virtus Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Virtus Wealth Solutions’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	$3.99M	Sell	12,175 -109	-0.9%	-$33.9K	0.54%	25
2026 Q1	$3.61M	Sell	12,284 -204	-2%	-$61.9K	0.69%	29
2025 Q4	$4.02M	Buy	12,488 +281	+2%	+$87K	0.76%	23
2025 Q3	$3.85M	Sell	12,207 -36	-0.3%	-$10.7K	0.74%	25
2025 Q2	$3.55M	Sell	12,243 -166	-1%	-$42.4K	0.73%	24
2025 Q1	$3.04M	Sell	12,409 -212	-2%	-$54K	0.92%	16
2024 Q4	$3.03M	Buy	+12,621	New	+$2.94M	0.71%	23

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 $3.37T AUM 44.26% 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 Wealth Solutions's JPM Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its JPMorgan Chase (JPM) stake by 0.89% in Q2 2026, selling an estimated $33.9K and leaving 12,175 shares worth $3.99M. The position accounts for 0.54% of the portfolio, ranked #25.

Virtus Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.02M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Virtus Wealth Solutions held 12,175 shares of JPMorgan Chase worth $3.99M as of Q2 2026.
Virtus Wealth Solutions sold 109 JPMorgan Chase shares in Q2 2026, an estimated $33.9K.
JPMorgan Chase made up 0.54% of Virtus Wealth Solutions's portfolio in Q2 2026, its #25 holding.
Virtus Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's JPMorgan Chase position peaked at $4.02M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.