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Disclosery

JPMORGAN CHASE & CO: VRTS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on VRTS, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 142,881 VRTS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,881 shares
    Change vs previous 13F +50,419 shares

    <0.01% of the 13F portfolio, value $20,586,295.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 92,462 shares
    Change vs previous 13F +256 shares

    <0.01% of the 13F portfolio, value $12,034,853.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 92,206 shares
    Change vs previous 13F -5,377 shares

    <0.01% of the 13F portfolio, value $15,043,408.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 97,583 shares
    Change vs previous 13F -6,747 shares

    <0.01% of the 13F portfolio, value $18,543,697.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 104,330 shares
    Change vs previous 13F -12,515 shares

    <0.01% of the 13F portfolio, value $18,925,462.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 116,845 shares
    Change vs previous 13F -41,183 shares

    <0.01% of the 13F portfolio, value $20,139,404.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 158,028 shares
    Change vs previous 13F +12,642 shares

    <0.01% of the 13F portfolio, value $34,857,817.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 145,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,451,097.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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