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Aviso Financial’s JPMorgan Chase JPM Stock Holding History

Aviso Financial’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 		$74.9M Sell
228,890
-3,903
-2% -$1.21M 2.61% 15
2026
Q1 		$68.5M Buy
232,793
+3,878
+2% +$1.18M 2.43% 16
2025
Q4 		$73.8M Buy
228,915
+66,044
+41% +$20.4M 2.8% 12
2025
Q3 		$51.4M Buy
162,871
+4,204
+3% +$1.25M 2.09% 19
2025
Q2 		$46M Buy
158,667
+3,881
+3% +$990K 2.07% 19
2025
Q1 		$38M Buy
154,786
+141,557
+1,070% +$36.1M 1.87% 21
2024
Q4 		$3.17M Buy
13,229
+1,357
+11% +$316K 0.16% 73
2024
Q3 		$2.5M Buy
11,872
+1,575
+15% +$332K 0.12% 88
2024
Q2 		$2.08M Buy
+10,297
New +$2.01M 0.12% 89

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aviso Financial's JPM Position: Q2 2026 in Review

Aviso Financial reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $1.21M and leaving 228,890 shares worth $74.9M. The position accounts for 2.61% of the portfolio, ranked #15.

Aviso Financial first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aviso Financial held 228,890 shares of JPMorgan Chase worth $74.9M as of Q2 2026.
  • Aviso Financial sold 3,903 JPMorgan Chase shares in Q2 2026, an estimated $1.21M.
  • JPMorgan Chase made up 2.61% of Aviso Financial's portfolio in Q2 2026, its #15 holding.
  • Aviso Financial first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.