Avidian Wealth Enterprises’s JPMorgan Chase JPM Stock Holding History

Avidian Wealth Enterprises’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	$13.5M	Buy	41,212 +754	+2%	+$234K	0.37%	45
2026 Q1	$11.9M	Buy	40,458 +19,767	+96%	+$6M	0.38%	46
2025 Q4	$6.67M	Sell	20,691 -254	-1%	-$78.6K	0.24%	64
2025 Q3	$6.61M	Buy	20,945 +1,119	+6%	+$333K	0.25%	65
2025 Q2	$5.75M	Sell	19,826 -147	-0.7%	-$37.5K	0.23%	71
2025 Q1	$4.9M	Buy	19,973 +54	+0.3%	+$13.8K	0.22%	69
2024 Q4	$4.77M	Buy	19,919 +228	+1%	+$53.1K	0.21%	70
2024 Q3	$4.15M	Sell	19,691 -33	-0.2%	-$6.95K	0.19%	78
2024 Q2	$3.99M	Buy	19,724 +2,640	+15%	+$516K	0.17%	80
2024 Q1	$3.42M	Buy	17,084 +4,909	+40%	+$886K	0.17%	77
2023 Q4	$2.07M	Sell	12,175 -346	-3%	-$52.4K	0.13%	104
2023 Q3	$1.82M	Sell	12,521 -15	-0.1%	-$2.25K	0.13%	103
2023 Q2	$1.82M	Sell	12,536 -17,719	-59%	-$2.44M	0.12%	116
2023 Q1	$3.94M	Buy	30,255 +1,843	+6%	+$253K	0.22%	92
2022 Q4	$3.81M	Buy	28,412 +7,594	+36%	+$962K	0.25%	82
2022 Q3	$2.17M	Sell	20,818 -1,415	-6%	-$162K	0.16%	92
2022 Q2	$2.5M	Sell	22,233 -2,848	-11%	-$353K	0.18%	93
2022 Q1	$3.42M	Sell	25,081 -2,845	-10%	-$420K	0.21%	87
2021 Q4	$4.42M	Buy	27,926 +4,837	+21%	+$794K	0.28%	70
2021 Q3	$3.78M	Buy	23,089 +1,856	+9%	+$291K	0.29%	59
2021 Q2	$3.3M	Sell	21,233 -16	-0.1%	-$2.51K	0.25%	66
2021 Q1	$3.23M	Sell	21,249 -295	-1%	-$42.4K	0.28%	62
2020 Q4	$2.74M	Buy	21,544 +684	+3%	+$76.5K	0.26%	60
2020 Q3	$2.01M	Buy	20,860 +2,900	+16%	+$285K	0.23%	69
2020 Q2	$1.69M	Buy	17,960 +1,655	+10%	+$157K	0.23%	67
2020 Q1	$1.47M	Buy	16,305 +6,994	+75%	+$850K	0.24%	55
2019 Q4	$1.3M	Buy	9,311 +2,119	+29%	+$272K	0.18%	55
2019 Q3	$846K	Buy	7,192 +2,206	+44%	+$250K	0.14%	65
2019 Q2	$557K	Buy	4,986 +8	+0.2%	+$882	0.13%	64
2019 Q1	$504K	Buy	4,978 +9	+0.2%	+$927	0.11%	63
2018 Q4	$485K	Buy	4,969 +1,057	+27%	+$113K	0.17%	46
2018 Q3	$441K	Sell	3,912 -1,762	-31%	-$200K	0.14%	61
2018 Q2	$591K	Sell	5,674 -1,300	-19%	-$143K	0.19%	47
2018 Q1	$767K	Buy	6,974 +31	+0.4%	+$3.51K	0.26%	34
2017 Q4	$742	Sell	6,943 -30	-0.4%	-$3.04K	0.2%	37
2017 Q3	$666K	Buy	6,973 +10	+0.1%	+$922	0.25%	34
2017 Q2	$636K	Buy	6,963 +354	+5%	+$30.5K	0.26%	28
2017 Q1	$581K	Buy	6,609 +1,295	+24%	+$114K	0.22%	32
2016 Q4	$459K	Buy	5,314 +976	+22%	+$74.4K	0.2%	38
2016 Q3	$289K	Buy	+4,338	New	+$283K	0.12%	56
2015 Q1	–	Sell	-858	Closed	-$367K	–	43
2014 Q4	$367K	Buy	+858	New	+$51.6K	0.15%	22

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avidian Wealth Enterprises's JPM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, buying an estimated $234K and bringing the position to 41,212 shares worth $13.5M. The position accounts for 0.37% of the portfolio, ranked #45.

Avidian Wealth Enterprises first reported a position in JPM in Q4 2014 and has held it in 41 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Avidian Wealth Enterprises held 41,212 shares of JPMorgan Chase worth $13.5M as of Q2 2026.
Avidian Wealth Enterprises bought 754 JPMorgan Chase shares in Q2 2026, an estimated $234K.
JPMorgan Chase made up 0.37% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #45 holding.
Avidian Wealth Enterprises first reported a position in JPMorgan Chase in Q4 2014 and has held it in 41 quarters since.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.