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JPMorgan Chase & Co. shares owned by Virtus Wealth Solutions

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Virtus Wealth Solutions from 13F filings

Historical chart of Virtus Wealth Solutions investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Virtus Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Virtus Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 13k 322.23
2025-09-30 $3.9M 12k 315.44
2025-06-30 $3.5M 12k 289.91
2025-03-31 $3.0M 12k 245.30
2024-12-31 $3.0M 13k 239.72

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Micron Technology (MU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ciena Corp Com New (CIEN)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Alphabet Cap Stk Cl A (GOOGL)
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First Tr Exchange-traded Cap Strength Etf (FTCS)
Teradyne (TER)
Carpenter Technology Corporation (CRS)

View all positions for Virtus Wealth Solutions

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.