JP Morgan Chase
AVPT icon

JP Morgan Chase’s AvePoint AVPT Stock Holding History

JP Morgan Chase’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.56M Sell
486,877
-363,815
-43% -$4.1M ﹤0.01% 3401
2025
Q4 		$11.8M Sell
850,692
-538,513
-39% -$7.44M ﹤0.01% 2540
2025
Q3 		$20.9M Buy
1,389,205
+867,998
+167% +$14.6M ﹤0.01% 2066
2025
Q2 		$10.1M Sell
521,207
-70,291
-12% -$1.22M ﹤0.01% 2544
2025
Q1 		$8.54M Sell
591,498
-1,066,306
-64% -$17.9M ﹤0.01% 2685
2024
Q4 		$27.4M Buy
1,657,804
+121,144
+8% +$1.84M ﹤0.01% 1746
2024
Q3 		$18.1M Buy
1,536,660
+184,361
+14% +$2.02M ﹤0.01% 2076
2024
Q2 		$14.1M Sell
1,352,299
-167,801
-11% -$1.46M ﹤0.01% 2158
2024
Q1 		$12M Buy
1,520,100
+46,931
+3% +$369K ﹤0.01% 2319
2023
Q4 		$12.1M Buy
1,473,169
+21,092
+1% +$165K ﹤0.01% 2280
2023
Q3 		$9.76M Sell
1,452,077
-98,211
-6% -$619K ﹤0.01% 2263
2023
Q2 		$8.93M Buy
1,550,288
+1,402,604
+950% +$7.39M ﹤0.01% 2382
2023
Q1 		$609K Buy
147,684
+32,556
+28% +$147K ﹤0.01% 4362
2022
Q4 		$473K Buy
115,128
+12,478
+12% +$53.4K ﹤0.01% 4562
2022
Q3 		$411K Buy
102,650
+278
+0.3% +$1.31K ﹤0.01% 4580
2022
Q2 		$444K Buy
102,372
+77,460
+311% +$393K ﹤0.01% 4639
2022
Q1 		$131K Buy
24,912
+1,468
+6% +$8.41K ﹤0.01% 5392
2021
Q4 		$148K Buy
23,444
+22,444
+2,244% +$174K ﹤0.01% 5505
2021
Q3 		$8K Buy
+1,000
New +$9.95K ﹤0.01% 6191

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return