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Avanza Fonder’s JPMorgan Chase JPM Stock Holding History

Avanza Fonder’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 		$32M Buy
97,703
+5,894
+6% +$1.83M 0.7% 25
2026
Q1 		$27M Sell
91,809
-620
-0.7% -$188K 0.75% 23
2025
Q4 		$29.8M Buy
+92,429
New +$28.6M 0.76% 23

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avanza Fonder's JPM Position: Q2 2026 in Review

Avanza Fonder increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, buying an estimated $1.83M and bringing the position to 97,703 shares worth $32M. The position accounts for 0.7% of the portfolio, ranked #25.

Avanza Fonder first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avanza Fonder held 97,703 shares of JPMorgan Chase worth $32M as of Q2 2026.
  • Avanza Fonder bought 5,894 JPMorgan Chase shares in Q2 2026, an estimated $1.83M.
  • JPMorgan Chase made up 0.7% of Avanza Fonder's portfolio in Q2 2026, its #25 holding.
  • Avanza Fonder first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.