AC
JPM icon

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
Q2 		$302K Buy
923
+4
+0.4% +$1.24K 0.19% 71
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 $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

Avant Capital's JPM Position: Q2 2026 in Review

Avant Capital increased its JPMorgan Chase (JPM) stake by 0.44% in Q2 2026, buying an estimated $1.24K and bringing the position to 923 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #71.

Avant Capital first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avant Capital held 923 shares of JPMorgan Chase worth $302K as of Q2 2026.
  • Avant Capital bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.19% of Avant Capital's portfolio in Q2 2026, its #71 holding.
  • Avant Capital first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Avant Capital's JPMorgan Chase position peaked at $303K in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.