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Avant Capital’s JPMorgan Chase JPM Stock Holding History

Avant Capital’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 		$270K Buy
919
+5
+0.5% +$1.52K 0.19% 67
2025
Q4 		$295K Sell
914
-47
-5% -$14.6K 0.2% 63
2025
Q3 		$303K Buy
961
+4
+0.4% +$1.19K 0.21% 60
2025
Q2 		$277K Buy
957
+5
+0.5% +$1.28K 0.22% 55
2025
Q1 		$233K Buy
952
+5
+0.5% +$1.27K 0.19% 59
2024
Q4 		$227K Buy
+947
New +$221K 0.19% 60

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

Avant Capital's JPM Position: Q1 2026 in Review

Avant Capital increased its JPMorgan Chase (JPM) stake by 0.55% in Q1 2026, buying an estimated $1.52K and bringing the position to 919 shares worth $270K. The position accounts for 0.19% of the portfolio, ranked #67.

Avant Capital first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Avant Capital held 919 shares of JPMorgan Chase worth $270K as of Q1 2026.
  • Avant Capital bought 5 JPMorgan Chase shares in Q1 2026, an estimated $1.52K.
  • JPMorgan Chase made up 0.19% of Avant Capital's portfolio in Q1 2026, its #67 holding.
  • Avant Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Avant Capital's JPMorgan Chase position peaked at $303K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.