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Catherine Avery Investment Management’s JPMorgan Chase JPM Stock Holding History

Catherine Avery Investment 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 		$7.28M Sell
22,241
-42
-0.2% -$13K 3.18% 5
2026
Q1 		$6.55M Buy
22,283
+5,884
+36% +$1.79M 2.93% 10
2025
Q4 		$5.28M Sell
16,399
-209
-1% -$64.7K 3.16% 6
2025
Q3 		$5.24M Buy
16,608
+1,779
+12% +$529K 3.37% 3
2025
Q2 		$4.3M Sell
14,829
-688
-4% -$176K 3.27% 6
2025
Q1 		$3.81M Buy
15,517
+941
+6% +$240K 3.41% 6
2024
Q4 		$3.49M Buy
+14,576
New +$3.39M 3.08% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catherine Avery Investment Management's JPM Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $13K and leaving 22,241 shares worth $7.28M. The position accounts for 3.18% of the portfolio, ranked #5.

Catherine Avery Investment Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Catherine Avery Investment Management held 22,241 shares of JPMorgan Chase worth $7.28M as of Q2 2026.
  • Catherine Avery Investment Management sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 3.18% of Catherine Avery Investment Management's portfolio in Q2 2026, its #5 holding.
  • Catherine Avery Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.