Virtue Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1729985 BRENTWOOD, TN

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,793,106

+$167,434 QoQ

Shares Held

8,533

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#2,641

of 5,056 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Virtue Capital Management, LLC holds $4,653,916 across 4 Banks - Diversified names. JPM ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,533	$2,793,106
2	BAC	Bank Of America Corp /De/	16,636	$947,919
3	WFC	Wells Fargo & Company/Mn	6,860	$566,910
4	C	Citigroup Inc	2,472	$345,981

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,793,106	8,533	-4.4%	Shares	Sole	2026-08-05
2026-03-31	$2,625,672	8,926	-7.6%	Shares	Sole	2026-05-07
2025-12-31	$3,112,967	9,661	+1290.1%	Shares	Sole	2026-02-18
2025-09-30	$219,223	695	-92.3%	Shares	Sole	2026-02-18
2025-06-30	$2,608,900	8,999	-18.3%	Shares	Sole	2025-08-13
2025-03-31	$2,701,488	11,013	+25.9%	Shares	Sole	2025-05-15
2024-12-31	$2,097,222	8,749	-0.7%	Shares	Sole	2025-02-26
2024-09-30	$1,858,098	8,812	-19.5%	Shares	Sole	2024-11-18
2024-06-30	$2,214,342	10,948	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$2,180,666	10,887	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$1,821,771	10,710	-23.0%	Shares	Sole	2024-02-15
2023-09-30	$2,016,068	13,902	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,021,906	13,902	+2.3%	Shares	Sole	2023-07-18
2023-03-31	$1,770,652	13,588	+1.6%	Shares	Sole	2023-05-11
2022-12-31	$1,793,721	13,376	+182.7%	Shares	Sole	2023-02-10
2022-09-30	$494,494	4,732	-3.8%	Shares	Sole	2022-11-15
2022-06-30	$554,153	4,921	-58.3%	Shares	Sole	2022-08-10
2022-03-31	$1,608,984	11,803	+34.6%	Shares	Sole	2022-05-16
2021-12-31	$1,388,729	8,770	+8.1%	Shares	Sole	2022-01-24
2021-09-30	$1,327,525	8,110	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$1,334,066	8,577	-3.0%	Shares	Sole	2021-07-15
2021-03-31	$1,345,865	8,841	-27.8%	Shares	Sole	2021-05-13
2020-12-31	$1,555,336	12,240	-34.0%	Shares	Sole	2021-02-16
2020-09-30	$1,785,134	18,543	-28.1%	Shares	Sole	2020-11-16
2020-06-30	$2,426,653	25,799	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.