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
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 $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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 $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase's AVBC Position: Q1 2026 in Review

JP Morgan Chase increased its Avidia Bancorp (AVBC) stake by 39% in Q1 2026, buying an estimated $299K and bringing the position to 58,302 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

JP Morgan Chase first reported a position in AVBC in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • JP Morgan Chase held 58,302 shares of Avidia Bancorp worth $1.12M as of Q1 2026.
  • JP Morgan Chase bought 16,229 Avidia Bancorp shares in Q1 2026, an estimated $299K.
  • Avidia Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4529 holding.
  • JP Morgan Chase first reported a position in Avidia Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.