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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Virtus Wealth Solutions's JPM Position: Q1 2026 in Review

Virtus Wealth Solutions reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $61.9K and leaving 12,284 shares worth $3.61M. The position accounts for 0.69% of the portfolio, ranked #29.

Virtus Wealth Solutions first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.02M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Virtus Wealth Solutions held 12,284 shares of JPMorgan Chase worth $3.61M as of Q1 2026.
Virtus Wealth Solutions sold 204 JPMorgan Chase shares in Q1 2026, an estimated $61.9K.
JPMorgan Chase made up 0.69% of Virtus Wealth Solutions's portfolio in Q1 2026, its #29 holding.
Virtus Wealth Solutions first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Virtus Wealth Solutions's JPMorgan Chase position peaked at $4.02M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Virtus Wealth Solutions's 13F filing for Q1 2026, filed 8 May 2026.