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Disclosery

Virtus Wealth Solutions LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virtus Wealth Solutions LLC on JPM, newest first. How the timeline and the estimate are built.

Virtus Wealth Solutions LLC held 12,175 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,175 shares
    Change vs previous 13F -109 shares

    0.54% of the 13F portfolio, value $3,985,156.

    13F-HR 0002045870-26-000004 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,284 shares
    Change vs previous 13F -204 shares

    0.69% of the 13F portfolio, value $3,613,387.

    13F-HR 0002045870-26-000003 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,488 shares
    Change vs previous 13F +281 shares

    0.76% of the 13F portfolio, value $4,023,947.

    13F-HR 0002045870-26-000001 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,207 shares
    Change vs previous 13F -36 shares

    0.74% of the 13F portfolio, value $3,850,605.

    13F-HR 0002045870-25-000009 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,243 shares
    Change vs previous 13F -166 shares

    0.73% of the 13F portfolio, value $3,549,408.

    13F-HR 0001085146-25-004193 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,409 shares
    Change vs previous 13F -212 shares

    0.92% of the 13F portfolio, value $3,043,873.

    13F-HR 0001085146-25-002296 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,621 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,025,447.

    13F-HR 0001085146-25-001261 filed by Virtus Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).