Avantra Family Wealth’s JPMorgan Chase JPM Stock Holding History

Avantra Family Wealth’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	$1.26M	Buy	3,857 +14	+0.4%	+$4.35K	0.81%	30
2026 Q1	$1.13M	Sell	3,843 -105	-3%	-$31.9K	0.84%	31
2025 Q4	$1.27M	Sell	3,948 -9	-0.2%	-$2.79K	0.92%	31
2025 Q3	$1.25M	Hold	3,957	–	–	0.93%	31
2025 Q2	$1.15M	Buy	3,957 +63	+2%	+$16.1K	0.95%	25
2025 Q1	$955K	Sell	3,894 -24	-0.6%	-$6.12K	0.92%	36
2024 Q4	$939K	Buy	+3,918	New	+$913K	0.88%	32

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Avantra Family Wealth's JPM Position: Q2 2026 in Review

Avantra Family Wealth increased its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, buying an estimated $4.35K and bringing the position to 3,857 shares worth $1.26M. The position accounts for 0.81% of the portfolio, ranked #30.

Avantra Family Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Avantra Family Wealth held 3,857 shares of JPMorgan Chase worth $1.26M as of Q2 2026.
Avantra Family Wealth bought 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
JPMorgan Chase made up 0.81% of Avantra Family Wealth's portfolio in Q2 2026, its #30 holding.
Avantra Family Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's JPMorgan Chase position peaked at $1.27M in Q4 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.