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
2024
Q2 		– Sell
-900
Closed -$7.13K – 7335
2024
Q1 		$7.13K Buy
+900
New +$7.08K ﹤0.01% 6391
2022
Q1 		– Sell
-400
Closed -$3K – 6580
2021
Q4 		$3K Hold
400
– – ﹤0.01% 6458
2021
Q3 		$3K Hold
400
– – ﹤0.01% 6284
2021
Q2 		$5K Buy
+400
New +$4.37K ﹤0.01% 6110

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

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

JP Morgan Chase reduced its AvePoint (AVPT) stake by 22% in Q2 2026, selling an estimated $1.1M and leaving 379,597 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

JP Morgan Chase first reported a position in AVPT in Q3 2021 and has held it in 20 quarters since. The position peaked at $27.4M in Q4 2024. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • JP Morgan Chase held 379,597 shares of AvePoint worth $4.28M as of Q2 2026.
  • JP Morgan Chase sold 107,280 AvePoint shares in Q2 2026, an estimated $1.1M.
  • AvePoint made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3589 holding.
  • JP Morgan Chase first reported a position in AvePoint in Q3 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's AvePoint position peaked at $27.4M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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