JP Morgan Chase
AVGV icon

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
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 – 7066
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 $369M AUM 23.26% 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 $809M AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $119M AUM
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return