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Virtus Investment Advisers, LLC: JPM position timeline

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

Virtus Investment Advisers, LLC held 346 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 346 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $113,257.

    13F-HR 0001587281-26-000015 filed by VIRTUS ADVISERS, 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 324 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $95,308.

    13F-HR 0001587281-26-000011 filed by VIRTUS ADVISERS, 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 360 shares
    Change vs previous 13F -7,734 shares

    0.05% of the 13F portfolio, value $115,999.

    13F-HR 0001587281-26-000008 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 0 shares
    • VIRTUS ADVISERS, LLC: 360 shares

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

  4. period ended2025-09-30
    13F/A 8,094 shares
    Change vs previous 13F -692 shares

    0.48% of the 13F portfolio, value $2,553,090.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 6,145 shares
    • VIRTUS ADVISERS, LLC: 1,949 shares

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

  5. period ended2025-06-30
    13F/A 8,786 shares
    Change vs previous 13F +1,231 shares

    0.55% of the 13F portfolio, value $2,547,149.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 5,691 shares
    • VIRTUS ADVISERS, LLC: 3,095 shares

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

  6. period ended2025-03-31
    13F/A 7,555 shares
    Change vs previous 13F +1,532 shares

    0.36% of the 13F portfolio, value $1,853,242.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 5,316 shares
    • VIRTUS ADVISERS, LLC: 2,239 shares

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

  7. period ended2024-12-31
    13F 6,023 shares
    Change vs previous 13F +932 shares

    0.39% of the 13F portfolio, value $1,443,773.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 919 shares
    • VIRTUS ADVISERS, LLC: 5,104 shares

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

  8. period ended2024-09-30
    13F 5,091 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,073,488.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 919 shares
    • VIRTUS ADVISERS, LLC: 4,172 shares

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