AWM
JPM icon

Aviso Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aviso 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
Q1 		$2.02M Sell
6,877
-645
-9% -$196K 0.91% 29
2025
Q4 		$2.42M Buy
7,522
+79
+1% +$24.5K 1.02% 24
2025
Q3 		$2.35M Buy
7,443
+17
+0.2% +$5.06K 1.02% 23
2025
Q2 		$2.15M Buy
7,426
+268
+4% +$68.4K 1.01% 22
2025
Q1 		$1.76M Buy
7,158
+1,119
+19% +$285K 0.93% 26
2024
Q4 		$1.45M Sell
6,039
-175
-3% -$40.8K 0.74% 37
2024
Q3 		$1.31M Buy
6,214
+1,124
+22% +$237K 0.71% 38
2024
Q2 		$1.03M Sell
5,090
-179
-3% -$35K 0.61% 42
2024
Q1 		$1.06M Sell
5,269
-75
-1% -$13.5K 0.67% 40
2023
Q4 		$909K Buy
+5,344
New +$810K 0.66% 38

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 Wealth Management's JPM Position: Q1 2026 in Review

Aviso Wealth Management reduced its JPMorgan Chase (JPM) stake by 8.6% in Q1 2026, selling an estimated $196K and leaving 6,877 shares worth $2.02M. The position accounts for 0.91% of the portfolio, ranked #29.

Aviso Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.42M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aviso Wealth Management held 6,877 shares of JPMorgan Chase worth $2.02M as of Q1 2026.
  • Aviso Wealth Management sold 645 JPMorgan Chase shares in Q1 2026, an estimated $196K.
  • JPMorgan Chase made up 0.91% of Aviso Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Aviso Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's JPMorgan Chase position peaked at $2.42M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.