Avanza Fonder
JPM icon

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
Q3 		$35.4M Buy
106,880
+9,177
+9% +$3.21M 0.68% 24
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Avanza Fonder's JPM Position: Q3 2026 in Review

Avanza Fonder increased its JPMorgan Chase (JPM) stake by 9.4% in Q3 2026, buying an estimated $3.21M and bringing the position to 106,880 shares worth $35.4M. The position accounts for 0.68% of the portfolio, ranked #24.

Avanza Fonder first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Avanza Fonder held 106,880 shares of JPMorgan Chase worth $35.4M as of Q3 2026.
  • Avanza Fonder bought 9,177 JPMorgan Chase shares in Q3 2026, an estimated $3.21M.
  • JPMorgan Chase made up 0.68% of Avanza Fonder's portfolio in Q3 2026, its #24 holding.
  • Avanza Fonder first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.