JP Morgan Chase’s Avantis Real Estate ETF AVRE Stock Holding History

JP Morgan Chase’s Portfolio AVRE Stock Details AVRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69M	Sell	37,874 -2,336	-6%	-$111K	﹤0.01%	4394
2026 Q2	$1.94M	Sell	40,210 -3,642	-8%	-$172K	﹤0.01%	4217
2026 Q1	$1.89M	Buy	43,852 +42,486	+3,110%	+$1.92M	﹤0.01%	4138
2025 Q4	$59.5K	Buy	1,366 +895	+190%	+$39.4K	﹤0.01%	6151
2025 Q3	$21K	Sell	471 -2,399	-84%	-$107K	﹤0.01%	6463
2025 Q2	$127K	Sell	2,870 -136	-5%	-$5.88K	﹤0.01%	5495
2025 Q1	$129K	Buy	3,006 +478	+19%	+$20.5K	﹤0.01%	5442
2024 Q4	$106K	Buy	2,528 +1,857	+277%	+$83K	﹤0.01%	5736
2024 Q3	$31.6K	Sell	671 -22,301	-97%	-$1M	﹤0.01%	6127
2024 Q2	$947K	Sell	22,972 -16,023	-41%	-$653K	﹤0.01%	4315
2024 Q1	$1.65M	Sell	38,995 -156	-0.4%	-$6.51K	﹤0.01%	3996
2023 Q4	$1.7M	Buy	+39,151	New	+$1.53M	﹤0.01%	3955
2022 Q4	–	Sell	-159	Closed	-$6K	–	6533
2022 Q3	$6K	Buy	+159	New	+$7.19K	﹤0.01%	6050

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

JP Morgan Chase's AVRE Position: Q3 2026 in Review

JP Morgan Chase reduced its Avantis Real Estate ETF (AVRE) stake by 5.8% in Q3 2026, selling an estimated $111K and leaving 37,874 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #4394.

JP Morgan Chase first reported a position in AVRE in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.94M in Q2 2026. 138 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

JP Morgan Chase held 37,874 shares of Avantis Real Estate ETF worth $1.69M as of Q3 2026.
JP Morgan Chase sold 2,336 Avantis Real Estate ETF shares in Q3 2026, an estimated $111K.
Avantis Real Estate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4394 holding.
JP Morgan Chase first reported a position in Avantis Real Estate ETF in Q3 2022 and has held it in 13 quarters since.
JP Morgan Chase's Avantis Real Estate ETF position peaked at $1.94M in Q2 2026.
138 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.