JP Morgan Chase
AVBC

JP Morgan Chase’s Avidia Bancorp AVBC Stock Holding History

JP Morgan Chase’s Portfolio AVBC Stock Details AVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$800K Sell
37,847
-20,455
-35% -$408K ﹤0.01% 4826
2026
Q1 		$1.12M Buy
58,302
+16,229
+39% +$299K ﹤0.01% 4529
2025
Q4 		$707K Buy
42,073
+42,064
+467,378% +$660K ﹤0.01% 4825
2025
Q3 		$134 Buy
+9
New +$136 ﹤0.01% 7148

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

JP Morgan Chase's AVBC Position: Q2 2026 in Review

JP Morgan Chase reduced its Avidia Bancorp (AVBC) stake by 35% in Q2 2026, selling an estimated $408K and leaving 37,847 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #4826.

JP Morgan Chase first reported a position in AVBC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q1 2026. 82 funds tracked by Wall St. Rank hold AVBC as of Q2 2026.

  • JP Morgan Chase held 37,847 shares of Avidia Bancorp worth $800K as of Q2 2026.
  • JP Morgan Chase sold 20,455 Avidia Bancorp shares in Q2 2026, an estimated $408K.
  • Avidia Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4826 holding.
  • JP Morgan Chase first reported a position in Avidia Bancorp in Q3 2025 and has held it in 4 quarters since.
  • JP Morgan Chase's Avidia Bancorp position peaked at $1.12M in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Avidia Bancorp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.