Avondale Wealth Management’s JPMorgan Chase JPM Stock Holding History
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
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. 5,155 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.
- 5,155 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.