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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
Q2 		$1.8M Sell
5,510
-210
-4% -$65.2K 0.11% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avalon Trust's JPM Position: Q2 2026 in Review

Avalon Trust reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $65.2K and leaving 5,510 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #61.

Avalon Trust first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avalon Trust held 5,510 shares of JPMorgan Chase worth $1.8M as of Q2 2026.
  • Avalon Trust sold 210 JPMorgan Chase shares in Q2 2026, an estimated $65.2K.
  • JPMorgan Chase made up 0.11% of Avalon Trust's portfolio in Q2 2026, its #61 holding.
  • Avalon Trust first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.