AWM
JPM icon

Avior Wealth Management’s JPMorgan Chase JPM Stock Holding History

Avior Wealth Management’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 		$11.2M Sell
34,247
-334
-1% -$104K 0.29% 80
2026
Q1 		$10.2M Buy
34,581
+1,470
+4% +$446K 0.29% 81
2025
Q4 		$10.7M Sell
33,111
-2,796
-8% -$866K 0.33% 66
2025
Q3 		$11.3M Sell
35,907
-2,577
-7% -$766K 0.36% 61
2025
Q2 		$11.2M Buy
38,484
+329
+0.9% +$84K 0.39% 56
2025
Q1 		$9.36M Sell
38,155
-4,758
-11% -$1.21M 0.36% 59
2024
Q4 		$10.3M Sell
42,913
-5,602
-12% -$1.3M 0.38% 56
2024
Q3 		$10.2M Sell
48,515
-571
-1% -$120K 0.41% 53
2024
Q2 		$9.92M Sell
49,086
-1,896
-4% -$371K 0.43% 49
2024
Q1 		$10.2M Buy
50,982
+11,578
+29% +$2.09M 0.47% 41
2023
Q4 		$6.7M Sell
39,404
-199
-0.5% -$30.2K 0.41% 53
2023
Q3 		$5.74M Sell
39,603
-555
-1% -$83.2K 0.39% 55
2023
Q2 		$5.84M Buy
40,158
+610
+2% +$83.9K 0.38% 57
2023
Q1 		$5.15M Buy
39,548
+56
+0.1% +$7.67K 0.35% 61
2022
Q4 		$5.3M Buy
39,492
+2,017
+5% +$256K 0.4% 54
2022
Q3 		$3.92M Buy
37,475
+430
+1% +$49.3K 0.32% 61
2022
Q2 		$4.17M Buy
37,045
+683
+2% +$84.6K 0.42% 48
2022
Q1 		$4.96M Buy
36,362
+4,340
+14% +$641K 0.43% 51
2021
Q4 		$5.07M Buy
32,022
+1,061
+3% +$174K 0.42% 54
2021
Q3 		$5.07M Sell
30,961
-893
-3% -$140K 0.42% 50
2021
Q2 		$4.95M Buy
31,854
+355
+1% +$55.8K 0.5% 43
2021
Q1 		$4.79M Sell
31,499
-2,638
-8% -$380K 0.51% 41
2020
Q4 		$4.34M Buy
34,137
+4,089
+14% +$457K 0.53% 40
2020
Q3 		$2.89M Sell
30,048
-1,917
-6% -$188K 0.41% 55
2020
Q2 		$3.01M Sell
31,965
-465
-1% -$44.1K 0.47% 49
2020
Q1 		$2.92M Buy
32,430
+558
+2% +$67.8K 0.58% 40
2019
Q4 		$4.44M Sell
31,872
-19
-0.1% -$2.44K 0.71% 33
2019
Q3 		$3.75M Sell
31,891
-90
-0.3% -$10.2K 0.66% 39
2019
Q2 		$3.58M Buy
31,981
+1,412
+5% +$156K 0.64% 39
2019
Q1 		$3.08M Buy
30,569
+11
+0% +$1.13K 0.65% 39
2018
Q4 		$2.98M Sell
30,558
-1,320
-4% -$141K 0.72% 33
2018
Q3 		$3.57M Buy
31,878
+207
+0.7% +$23.5K 0.76% 32
2018
Q2 		$3.29M Sell
31,671
-1,262
-4% -$138K 0.74% 33
2018
Q1 		$3.6M Sell
32,933
-2,358
-7% -$267K 0.83% 30
2017
Q4 		$3.75M Buy
35,291
+12,083
+52% +$1.22M 0.84% 29
2017
Q3 		$2.17M Buy
23,208
+593
+3% +$54.7K 0.71% 39
2017
Q2 		$2.03M Sell
22,615
-934
-4% -$80.6K 0.83% 31
2017
Q1 		$2.03M Buy
23,549
+2,700
+13% +$238K 0.68% 39
2016
Q4 		$1.76M Sell
20,849
-101
-0.5% -$7.7K 0.66% 39
2016
Q3 		$1.4M Buy
20,950
+1,905
+10% +$124K 0.55% 59
2016
Q2 		$1.18M Buy
19,045
+222
+1% +$13.9K 0.5% 70
2016
Q1 		$1.11M Buy
18,823
+1,704
+10% +$99.5K 0.49% 71
2015
Q4 		$1.13M Buy
17,119
+1,021
+6% +$66.5K 0.62% 46
2015
Q3 		$982K Buy
16,098
+15,408
+2,233% +$1.01M 0.58% 51
2015
Q2 		$45K Sell
690
-75
-10% -$4.9K 0.04% 137
2015
Q1 		$47K Buy
765
+325
+74% +$19.2K 0.04% 137
2014
Q4 		$28K Hold
440
– – 0.02% 170
2014
Q3 		$27K Hold
440
– – 0.02% 173
2014
Q2 		$25K Sell
440
-200
-31% -$11.2K 0.02% 178
2014
Q1 		$39K Buy
+640
New +$37K 0.03% 145

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Avior Wealth Management's JPM Position: Q2 2026 in Review

Avior Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.97% in Q2 2026, selling an estimated $104K and leaving 34,247 shares worth $11.2M. The position accounts for 0.29% of the portfolio, ranked #80.

Avior Wealth Management first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $11.3M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avior Wealth Management held 34,247 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
  • Avior Wealth Management sold 334 JPMorgan Chase shares in Q2 2026, an estimated $104K.
  • JPMorgan Chase made up 0.29% of Avior Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Avior Wealth Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's JPMorgan Chase position peaked at $11.3M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.