AT
JPM icon

Avalon Trust’s JPMorgan Chase JPM Stock Holding History

Avalon Trust’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 		$1.68M Buy
5,720
+1,149
+25% +$349K 0.12% 58
2025
Q4 		$1.47M Hold
4,571
– – 0.1% 60
2025
Q3 		$1.44M Buy
4,571
+608
+15% +$181K 0.09% 62
2025
Q2 		$1.15M Sell
3,963
-419
-10% -$107K 0.08% 66
2025
Q1 		$1.07M Sell
4,382
-104
-2% -$26.5K 0.09% 71
2024
Q4 		$1.08M Buy
4,486
+313
+8% +$72.9K 0.08% 73
2024
Q3 		$880K Sell
4,173
-215
-5% -$45.3K 0.07% 72
2024
Q2 		$888K Sell
4,388
-659
-13% -$129K 0.07% 71
2024
Q1 		$1.01M Buy
5,047
+634
+14% +$114K 0.08% 71
2023
Q4 		$751K Buy
4,413
+103
+2% +$15.6K 0.07% 69
2023
Q3 		$625K Sell
4,310
-300
-7% -$45K 0.06% 73
2023
Q2 		$670K Buy
4,610
+325
+8% +$44.7K 0.06% 75
2023
Q1 		$558K Buy
+4,285
New +$587K 0.06% 82

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

Avalon Trust's JPM Position: Q1 2026 in Review

Avalon Trust increased its JPMorgan Chase (JPM) stake by 25% in Q1 2026, buying an estimated $349K and bringing the position to 5,720 shares worth $1.68M. The position accounts for 0.12% of the portfolio, ranked #58.

Avalon Trust first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Avalon Trust held 5,720 shares of JPMorgan Chase worth $1.68M as of Q1 2026.
  • Avalon Trust bought 1,149 JPMorgan Chase shares in Q1 2026, an estimated $349K.
  • JPMorgan Chase made up 0.12% of Avalon Trust's portfolio in Q1 2026, its #58 holding.
  • Avalon Trust first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.