Avise Financial Cooperative’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$483K Buy
1,477
+22
+2% +$6.83K 0.34% 61
2026
Q1
$428K Buy
1,455
+184
+14% +$55.8K 0.35% 57
2025
Q4
$409K Buy
+1,271
New +$394K 0.37% 53

Other funds holding JPM

Avise Financial Cooperative's JPM Position: Q2 2026 in Review

Avise Financial Cooperative increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $6.83K and bringing the position to 1,477 shares worth $483K. The position accounts for 0.34% of the portfolio, ranked #61.

Avise Financial Cooperative first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avise Financial Cooperative held 1,477 shares of JPMorgan Chase worth $483K as of Q2 2026.
  • Avise Financial Cooperative bought 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
  • JPMorgan Chase made up 0.34% of Avise Financial Cooperative's portfolio in Q2 2026, its #61 holding.
  • Avise Financial Cooperative first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.