Aviso Wealth Management
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
Q3 		$1.96M Sell
5,932
-432
-7% -$151K 0.75% 34
2026
Q2 		$2.08M Sell
6,364
-513
-7% -$159K 0.71% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Aviso Wealth Management's JPM Position: Q3 2026 in Review

Aviso Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.8% in Q3 2026, selling an estimated $151K and leaving 5,932 shares worth $1.96M. The position accounts for 0.75% of the portfolio, ranked #34.

Aviso Wealth Management first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.42M in Q4 2025. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Aviso Wealth Management held 5,932 shares of JPMorgan Chase worth $1.96M as of Q3 2026.
  • Aviso Wealth Management sold 432 JPMorgan Chase shares in Q3 2026, an estimated $151K.
  • JPMorgan Chase made up 0.75% of Aviso Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Aviso Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's JPMorgan Chase position peaked at $2.42M in Q4 2025.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.