Avestar Capital’s JPMorgan Chase JPM Stock Holding History

Avestar 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	$556K	Buy	1,700 +200	+13%	+$62.1K	0.03%	355
2026 Q1	$441K	Sell	1,500 -500	-25%	-$152K	0.03%	379
2025 Q4	$644K	Hold	2,000	–	–	0.04%	291
2025 Q3	$631K	Hold	2,000	–	–	0.04%	290
2025 Q2	$580K	Sell	2,000 -1,700	-46%	-$434K	0.04%	304
2025 Q1	$908K	Sell	3,700 -3,000	-45%	-$765K	0.08%	201
2024 Q4	$1.61M	Sell	6,700 -500	-7%	-$116K	0.14%	122
2024 Q3	$1.52M	Buy	7,200 +1,500	+26%	+$316K	0.16%	109
2024 Q2	$1.15M	Buy	5,700 +5,200	+1,040%	+$1.02M	0.12%	137
2024 Q1	$100K	Buy	+500	New	+$90.2K	0.01%	445
2023 Q3	–	Sell	-8,000	Closed	-$1.16M	–	377
2023 Q2	$1.16M	Sell	8,000 -1,300	-14%	-$179K	0.19%	65
2023 Q1	$1.21M	Buy	9,300 +8,100	+675%	+$1.11M	0.22%	61
2022 Q4	$161K	Buy	+1,200	New	+$152K	0.03%	279
2022 Q3	–	Sell	-7,000	Closed	-$788K	–	302
2022 Q2	$788K	Hold	7,000	–	–	0.19%	80
2022 Q1	$954K	Sell	7,000 -6,000	-46%	-$886K	0.15%	134
2021 Q4	$2.06M	Buy	13,000 +3,000	+30%	+$493K	0.25%	86
2021 Q3	$1.64M	Hold	10,000	–	–	0.21%	112
2021 Q2	$1.55M	Buy	+10,000	New	+$1.57M	0.21%	130

Other funds holding JPM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Avestar Capital's JPM Position: Q2 2026 in Review

Avestar Capital reduced its JPMorgan Chase (JPM) stake by 0.6% in Q2 2026, selling an estimated $62.4K and leaving 33,125 shares worth $10.8M. The position accounts for 0.61% of the portfolio, ranked #29.

Avestar Capital first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Avestar Capital held 33,125 shares of JPMorgan Chase worth $10.8M as of Q2 2026.
Avestar Capital sold 201 JPMorgan Chase shares in Q2 2026, an estimated $62.4K.
JPMorgan Chase made up 0.61% of Avestar Capital's portfolio in Q2 2026, its #29 holding.
Avestar Capital first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.