JP Morgan Chase
AVGE icon

JP Morgan Chase’s Avantis All Equity Markets ETF AVGE Stock Holding History

JP Morgan Chase’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Buy
3,202
+2,740
+593% +$264K ﹤0.01% 5361
2026
Q1 		$39.5K Sell
462
-26
-5% -$2.34K ﹤0.01% 6292
2025
Q4 		$41.9K Sell
488
-175
-26% -$14.8K ﹤0.01% 6296
2025
Q3 		$55.3K Hold
663
– – ﹤0.01% 6189
2025
Q2 		$51.4K Buy
663
+501
+309% +$36.4K ﹤0.01% 5920
2025
Q1 		$11.6K Buy
162
+132
+440% +$9.7K ﹤0.01% 6271
2024
Q4 		$2.17K Sell
30
-430
-93% -$32K ﹤0.01% 6630
2024
Q3 		$34K Buy
+460
New +$32.6K ﹤0.01% 6107

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis All Equity Markets ETF (AVGE) stake by 593% in Q2 2026, buying an estimated $264K and bringing the position to 3,202 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #5361.

JP Morgan Chase first reported a position in AVGE in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • JP Morgan Chase held 3,202 shares of Avantis All Equity Markets ETF worth $316K as of Q2 2026.
  • JP Morgan Chase bought 2,740 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $264K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5361 holding.
  • JP Morgan Chase first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 8 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

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