Avondale Wealth Management’s JPMorgan Chase JPM Stock Holding History

Avondale 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 Q2	$548K	Buy	1,675 +300	+22%	+$93.2K	0.22%	42
2026 Q1	$404K	Hold	1,375	–	–	0.2%	49
2025 Q4	$443K	Hold	1,375	–	–	0.23%	42
2025 Q3	$434K	Hold	1,375	–	–	0.23%	39
2025 Q2	$399K	Hold	1,375	–	–	0.22%	42
2025 Q1	$337K	Hold	1,375	–	–	0.21%	40
2024 Q4	$330K	Hold	1,375	–	–	0.21%	38
2024 Q3	$290K	Hold	1,375	–	–	0.19%	41
2024 Q2	$278K	Hold	1,375	–	–	0.19%	44
2024 Q1	$275K	Sell	1,375 -250	-15%	-$45.1K	0.19%	41
2023 Q4	$276K	Hold	1,625	–	–	0.22%	37
2023 Q3	$236K	Sell	1,625 -750	-32%	-$112K	0.21%	42
2023 Q2	$345K	Sell	2,375 -1,250	-34%	-$172K	0.29%	34
2023 Q1	$472K	Buy	3,625 +25	+0.7%	+$3.42K	0.41%	28
2022 Q4	$483K	Sell	3,600 -1,000	-22%	-$127K	0.42%	20
2022 Q3	$481K	Sell	4,600 -275	-6%	-$31.6K	0.52%	22
2022 Q2	$549K	Buy	4,875 +1,125	+30%	+$139K	0.64%	17
2022 Q1	$511K	Buy	3,750 +750	+25%	+$111K	0.6%	20
2021 Q4	$475K	Sell	3,000 -2,100	-41%	-$345K	0.48%	23
2021 Q3	$835K	Buy	5,100 +600	+13%	+$94.1K	0.82%	19
2021 Q2	$700K	Buy	+4,500	New	+$707K	0.65%	25
2020 Q3	–	Sell	-228	Closed	-$21K	–	99
2020 Q2	$21K	Hold	228	–	–	0.03%	68
2020 Q1	$21K	Hold	228	–	–	0.03%	67
2019 Q4	$32K	Hold	228	–	–	0.05%	57
2019 Q3	$27K	Hold	228	–	–	0.04%	61
2019 Q2	$25K	Sell	228 -200	-47%	-$22.1K	0.02%	70
2019 Q1	$43K	Hold	428	–	–	0.03%	49
2018 Q4	$42K	Hold	428	–	–	0.03%	42
2018 Q3	$48K	Hold	428	–	–	0.05%	36
2018 Q2	$45K	Hold	428	–	–	0.04%	40
2018 Q1	$47K	Hold	428	–	–	0.04%	37
2017 Q4	$46K	Buy	+428	New	+$43.3K	0.04%	45

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avondale Wealth Management's JPM Position: Q2 2026 in Review

Avondale Wealth Management increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $93.2K and bringing the position to 1,675 shares worth $548K. The position accounts for 0.22% of the portfolio, ranked #42.

Avondale Wealth Management first reported a position in JPM in Q4 2017 and has held it in 32 quarters since. The position peaked at $835K in Q3 2021. 2,858 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Avondale Wealth Management held 1,675 shares of JPMorgan Chase worth $548K as of Q2 2026.
Avondale Wealth Management bought 300 JPMorgan Chase shares in Q2 2026, an estimated $93.2K.
JPMorgan Chase made up 0.22% of Avondale Wealth Management's portfolio in Q2 2026, its #42 holding.
Avondale Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 32 quarters since.
Avondale Wealth Management's JPMorgan Chase position peaked at $835K in Q3 2021.
2,858 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.