JP Morgan Chase
AVIG icon

JP Morgan Chase’s Avantis Core Fixed Income ETF AVIG Stock Holding History

JP Morgan Chase’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$986K Buy
23,821
+11,463
+93% +$481K ﹤0.01% 4622
2025
Q4 		$518K Buy
12,358
+7,641
+162% +$321K ﹤0.01% 5002
2025
Q3 		$198K Buy
4,717
+3,365
+249% +$140K ﹤0.01% 5518
2025
Q2 		$56.3K Buy
+1,352
New +$55.4K ﹤0.01% 5878

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis Core Fixed Income ETF (AVIG) stake by 93% in Q1 2026, buying an estimated $481K and bringing the position to 23,821 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

JP Morgan Chase first reported a position in AVIG in Q2 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

  • JP Morgan Chase held 23,821 shares of Avantis Core Fixed Income ETF worth $986K as of Q1 2026.
  • JP Morgan Chase bought 11,463 Avantis Core Fixed Income ETF shares in Q1 2026, an estimated $481K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4622 holding.
  • JP Morgan Chase first reported a position in Avantis Core Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

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