JP Morgan Chase
AVLV icon

JP Morgan Chase’s Avantis US Large Cap Value ETF AVLV Stock Holding History

JP Morgan Chase’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.3M Buy
660,801
+47,503
+8% +$4.17M ﹤0.01% 1347
2026
Q1 		$48.3M Buy
613,298
+63,882
+12% +$5.18M ﹤0.01% 1422
2025
Q4 		$41.6M Buy
549,416
+80,406
+17% +$5.92M ﹤0.01% 1483
2025
Q3 		$33.9M Buy
469,010
+45,074
+11% +$3.18M ﹤0.01% 1672
2025
Q2 		$28.9M Buy
423,936
+155,562
+58% +$10M ﹤0.01% 1686
2025
Q1 		$17.5M Buy
268,374
+98,118
+58% +$6.65M ﹤0.01% 2024
2024
Q4 		$11.4M Sell
170,256
-23,110
-12% -$1.57M ﹤0.01% 2575
2024
Q3 		$12.7M Buy
193,366
+30,251
+19% +$1.93M ﹤0.01% 2399
2024
Q2 		$10.3M Buy
163,115
+131,372
+414% +$8.23M ﹤0.01% 2451
2024
Q1 		$2.04M Sell
31,743
-154,027
-83% -$9.23M ﹤0.01% 3830
2023
Q4 		$10.7M Sell
185,770
-35,053
-16% -$1.89M ﹤0.01% 2398
2023
Q3 		$11.6M Buy
220,823
+220,822
+22,082,200% +$12M ﹤0.01% 2127
2023
Q2 		$53 Buy
+1
New +$51 ﹤0.01% 6742

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis US Large Cap Value ETF (AVLV) stake by 7.7% in Q2 2026, buying an estimated $4.17M and bringing the position to 660,801 shares worth $60.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

JP Morgan Chase first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • JP Morgan Chase held 660,801 shares of Avantis US Large Cap Value ETF worth $60.3M as of Q2 2026.
  • JP Morgan Chase bought 47,503 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $4.17M.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1347 holding.
  • JP Morgan Chase first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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