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Avion Wealth’s JPMorgan Chase JPM Stock Holding History

Avion Wealth’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 		$330K Buy
1,010
+165
+20% +$51.2K 0.06% 78
2026
Q1 		$248K Sell
845
-9
-1% -$2.73K 0.05% 86
2025
Q4 		$275K Sell
854
-282
-25% -$87.3K 0.06% 76
2025
Q3 		$358K Buy
1,136
+109
+11% +$32.4K 0.08% 65
2025
Q2 		$297K Sell
1,027
-283
-22% -$72.2K 0.07% 69
2025
Q1 		$313K Hold
1,310
– – 0.08% 64
2024
Q4 		$313K Buy
1,310
+624
+91% +$145K 0.08% 64
2024
Q3 		$144K Buy
686
+414
+152% +$87.2K 0.04% 97
2024
Q2 		$54K Sell
272
-1,004
-79% -$196K 0.01% 157
2024
Q1 		$256K Buy
1,276
+90
+8% +$16.2K 0.07% 67
2023
Q4 		$202K Sell
1,186
-1,602
-57% -$243K 0.06% 73
2023
Q3 		$404K Sell
2,788
-227
-8% -$34K 0.12% 47
2023
Q2 		$437K Buy
3,015
+252
+9% +$34.7K 0.11% 47
2023
Q1 		$370K Buy
2,763
+21
+0.8% +$2.88K 0.1% 48
2022
Q4 		$286K Hold
2,742
– – 0.09% 53
2022
Q3 		$287K Sell
2,742
-25
-0.9% -$2.87K 0.09% 52
2022
Q2 		$312K Buy
2,767
+51
+2% +$6.32K 0.1% 49
2022
Q1 		$370K Hold
2,716
– – 0.11% 45
2021
Q4 		$430K Hold
2,716
– – 0.12% 40
2021
Q3 		$445K Hold
2,716
– – 0.14% 33
2021
Q2 		$422K Buy
2,716
+4
+0.1% +$628 0.13% 33
2021
Q1 		$413K Sell
2,712
-110
-4% -$15.8K 0.14% 30
2020
Q4 		$359K Buy
2,822
+8
+0.3% +$894 0.11% 32
2020
Q3 		$271K Buy
2,814
+2,343
+497% +$230K 0.09% 36
2020
Q2 		$44K Sell
471
-100
-18% -$9.49K 0.02% 95
2020
Q1 		$51K Buy
+571
New +$69.4K 0.02% 82

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Avion Wealth's JPM Position: Q2 2026 in Review

Avion Wealth increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $51.2K and bringing the position to 1,010 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #78.

Avion Wealth first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $445K in Q3 2021. 2,798 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avion Wealth held 1,010 shares of JPMorgan Chase worth $330K as of Q2 2026.
  • Avion Wealth bought 165 JPMorgan Chase shares in Q2 2026, an estimated $51.2K.
  • JPMorgan Chase made up 0.06% of Avion Wealth's portfolio in Q2 2026, its #78 holding.
  • Avion Wealth first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's JPMorgan Chase position peaked at $445K in Q3 2021.
  • 2,798 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.