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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

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

JP Morgan Chase increased its Avantis US Large Cap Value ETF (AVLV) stake by 12% in Q1 2026, buying an estimated $5.18M and bringing the position to 613,298 shares worth $48.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

JP Morgan Chase first reported a position in AVLV in Q2 2023 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • JP Morgan Chase held 613,298 shares of Avantis US Large Cap Value ETF worth $48.3M as of Q1 2026.
  • JP Morgan Chase bought 63,882 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $5.18M.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1422 holding.
  • JP Morgan Chase first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

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