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	$1.31M	Sell	4,000 -9,000	-69%	-$2.79M	0.07%	193
2026 Q1	$3.82M	Buy	13,000 +7,000	+117%	+$2.12M	0.25%	75
2025 Q4	$1.93M	Buy	6,000 +2,000	+50%	+$619K	0.13%	130
2025 Q3	$1.26M	Buy	+4,000	New	+$1.19M	0.08%	183
2025 Q2	–	Sell	-300	Closed	-$73.6K	–	509
2025 Q1	$73.6K	Buy	+300	New	+$76.5K	0.01%	477
2022 Q2	–	Sell	-12,500	Closed	-$1.7M	–	353
2022 Q1	$1.7M	Sell	12,500 -16,200	-56%	-$2.39M	0.27%	75
2021 Q4	$4.54M	Buy	28,700 +11,500	+67%	+$1.89M	0.56%	42
2021 Q3	$2.81M	Buy	17,200 +2,000	+13%	+$314K	0.36%	63
2021 Q2	$2.36M	Buy	+15,200	New	+$2.39M	0.32%	82

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.