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Avalon Capital Management’s JPMorgan Chase JPM Stock Holding History

Avalon Capital 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
Q2 		$277K Hold
845
– – 0.07% 100
2026
Q1 		$249K Sell
845
-742
-47% -$225K 0.07% 105
2025
Q4 		$511K Hold
1,587
– – 0.12% 85
2025
Q3 		$501K Hold
1,587
– – 0.12% 81
2025
Q2 		$460K Buy
1,587
+71
+5% +$18.1K 0.12% 85
2025
Q1 		$372K Hold
1,516
– – 0.11% 97
2024
Q4 		$363K Sell
1,516
-157
-9% -$36.6K 0.12% 98
2024
Q3 		$353K Hold
1,673
– – 0.11% 98
2024
Q2 		$338K Buy
1,673
+20
+1% +$3.91K 0.11% 91
2024
Q1 		$331K Buy
1,653
+77
+5% +$13.9K 0.14% 65
2023
Q4 		$268K Hold
1,576
– – 0.11% 77
2023
Q3 		$229K Buy
+1,576
New +$236K 0.12% 61
2018
Q2 		– Sell
-12,190
Closed -$1.34M – 63
2018
Q1 		$1.34M Sell
12,190
-75
-0.6% -$8.49K 1.32% 25
2017
Q4 		$1.31M Sell
12,265
-3,635
-23% -$368K 1.17% 30
2017
Q3 		$1.52M Sell
15,900
-50
-0.3% -$4.61K 1.05% 39
2017
Q2 		$1.46M Buy
+15,950
New +$1.38M 1.08% 36
2014
Q1 		– Sell
-7,402
Closed -$433K – 113
2013
Q4 		$433K Buy
+7,402
New +$406K 0.37% 75

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Avalon Capital Management's JPM Position: Q2 2026 in Review

Avalon Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 845 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #100.

Avalon Capital Management first reported a position in JPM in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.52M in Q3 2017. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avalon Capital Management held 845 shares of JPMorgan Chase worth $277K as of Q2 2026.
  • Avalon Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.07% of Avalon Capital Management's portfolio in Q2 2026, its #100 holding.
  • Avalon Capital Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 17 quarters since.
  • Avalon Capital Management's JPMorgan Chase position peaked at $1.52M in Q3 2017.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.