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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aviso Financial's JPM Position: Q1 2026 in Review

Aviso Financial increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $1.18M and bringing the position to 232,793 shares worth $68.5M. The position accounts for 2.43% of the portfolio, ranked #16.

Aviso Financial first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $73.8M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aviso Financial held 232,793 shares of JPMorgan Chase worth $68.5M as of Q1 2026.
  • Aviso Financial bought 3,878 JPMorgan Chase shares in Q1 2026, an estimated $1.18M.
  • JPMorgan Chase made up 2.43% of Aviso Financial's portfolio in Q1 2026, its #16 holding.
  • Aviso Financial first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's JPMorgan Chase position peaked at $73.8M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.