JP Morgan Chase’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,503,228
| Closed | -$15M | – | 7417 |
|
|
2025
Q3 | $15M | Sell |
1,503,228
-1,171,006
| -44% | -$11.6M | ﹤0.01% | 2343 |
|
|
2025
Q2 | $26.2M | Buy |
2,674,234
+2,327,268
| +671% | +$21M | ﹤0.01% | 1759 |
|
|
2025
Q1 | $2.94M | Sell |
346,966
-1,809,826
| -84% | -$16.7M | ﹤0.01% | 3582 |
|
|
2024
Q4 | $22.3M | Sell |
2,156,792
-1,280,242
| -37% | -$12.5M | ﹤0.01% | 1940 |
|
|
2024
Q3 | $27.9M | Sell |
3,437,034
-1,160,810
| -25% | -$10.9M | ﹤0.01% | 1731 |
|
|
2024
Q2 | $55.4M | Buy |
4,597,844
+50,779
| +1% | +$580K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $59.8M | Buy |
4,547,065
+166,245
| +4% | +$2M | 0.01% | 1184 |
|
|
2023
Q4 | $54.3M | Buy |
4,380,820
+4,093,790
| +1,426% | +$40.9M | 0.01% | 1175 |
|
|
2023
Q3 | $2.72M | Buy |
287,030
+22,344
| +8% | +$234K | ﹤0.01% | 3313 |
|
|
2023
Q2 | $2.75M | Buy |
264,686
+48,190
| +22% | +$433K | ﹤0.01% | 3304 |
|
|
2023
Q1 | $1.69M | Sell |
216,496
-133,707
| -38% | -$1.29M | ﹤0.01% | 3653 |
|
|
2022
Q4 | $3.48M | Buy |
350,203
+169,774
| +94% | +$1.47M | ﹤0.01% | 3126 |
|
|
2022
Q3 | $1.52M | Sell |
180,429
-195,815
| -52% | -$1.52M | ﹤0.01% | 3691 |
|
|
2022
Q2 | $2.31M | Buy |
376,244
+352,056
| +1,455% | +$2.8M | ﹤0.01% | 3418 |
|
|
2022
Q1 | $195K | Buy |
24,188
+2,979
| +14% | +$30K | ﹤0.01% | 5207 |
|
|
2021
Q4 | $319K | Buy |
+21,209
| New | +$443K | ﹤0.01% | 5093 |
|
Other funds holding AVDX
JP Morgan Chase's AVDX Position: Q4 2025 in Review
JP Morgan Chase sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 1,503,228 shares — an estimated $15M sold.
JP Morgan Chase first reported a position in AVDX in Q4 2021 and held it in 16 quarters. The position peaked at $59.8M in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- JP Morgan Chase reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- JP Morgan Chase sold 1,503,228 AvidXchange shares in Q4 2025, an estimated $15M.
- JP Morgan Chase first reported a position in AvidXchange in Q4 2021 and held it in 16 quarters.
- JP Morgan Chase's AvidXchange position peaked at $59.8M in Q1 2024.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on JP Morgan Chase's 13F filing for Q4 2025, filed 11 Feb 2026.