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

JP Morgan Chase’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$652K	Sell	7,674 -366	-5%	-$30.5K	﹤0.01%	4941
2026 Q1	$608K	Sell	8,040 -17	-0.2%	-$1.33K	﹤0.01%	4882
2025 Q4	$590K	Buy	+8,057	New	+$575K	﹤0.01%	4913
2025 Q2	–	Sell	-180,457	Closed	-$11M	–	7063
2025 Q1	$11M	Buy	180,457 +24,444	+16%	+$1.52M	﹤0.01%	2459
2024 Q4	$9.51M	Buy	+156,013	New	+$9.84M	﹤0.01%	2736

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JP Morgan Chase reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 4.6% in Q2 2026, selling an estimated $30.5K and leaving 7,674 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #4941.

JP Morgan Chase first reported a position in AVGV in Q4 2024 and has held it in 5 quarters since. The position peaked at $11M in Q1 2025. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

JP Morgan Chase held 7,674 shares of Avantis All Equity Markets Value ETF worth $652K as of Q2 2026.
JP Morgan Chase sold 366 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $30.5K.
Avantis All Equity Markets Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4941 holding.
JP Morgan Chase first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 5 quarters since.
JP Morgan Chase's Avantis All Equity Markets Value ETF position peaked at $11M in Q1 2025.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

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