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Avaii Wealth Management’s JPMorgan Chase JPM Stock Holding History

Avaii Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.51M Buy
28,917
+859
+3% +$261K 2.97% 10
2025
Q4 		$9.04M Buy
28,058
+1,298
+5% +$402K 3.28% 9
2025
Q3 		$8.44M Buy
26,760
+1,021
+4% +$304K 3.21% 10
2025
Q2 		$7.46M Buy
25,739
+5,931
+30% +$1.51M 3.32% 10
2025
Q1 		$4.86M Buy
19,808
+14,951
+308% +$3.81M 2.59% 12
2024
Q4 		$1.16M Sell
4,857
-179
-4% -$41.7K 0.57% 26
2024
Q3 		$1.06M Sell
5,036
-546
-10% -$115K 0.54% 26
2024
Q2 		$1.13M Sell
5,582
-65
-1% -$12.7K 0.63% 27
2024
Q1 		$1.13M Buy
5,647
+157
+3% +$28.3K 0.66% 28
2023
Q4 		$934K Sell
5,490
-183
-3% -$27.7K 0.61% 37
2023
Q3 		$823K Sell
5,673
-152
-3% -$22.8K 0.62% 37
2023
Q2 		$847K Buy
5,825
+83
+1% +$11.4K 0.65% 36
2023
Q1 		$748K Buy
5,742
+368
+7% +$50.4K 0.65% 37
2022
Q4 		$721K Buy
5,374
+205
+4% +$26K 0.64% 31
2022
Q3 		$540K Buy
5,169
+34
+0.7% +$3.9K 0.56% 41
2022
Q2 		$579K Sell
5,135
-17
-0.3% -$2.11K 0.62% 27
2022
Q1 		$702K Buy
5,152
+1,333
+35% +$197K 0.65% 25
2021
Q4 		$605K Buy
+3,819
New +$627K 0.61% 31

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avaii Wealth Management's JPM Position: Q1 2026 in Review

Avaii Wealth Management increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $261K and bringing the position to 28,917 shares worth $8.51M. The position accounts for 2.97% of the portfolio, ranked #10.

Avaii Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.04M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Avaii Wealth Management held 28,917 shares of JPMorgan Chase worth $8.51M as of Q1 2026.
  • Avaii Wealth Management bought 859 JPMorgan Chase shares in Q1 2026, an estimated $261K.
  • JPMorgan Chase made up 2.97% of Avaii Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Avaii Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's JPMorgan Chase position peaked at $9.04M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.