JP Morgan Chase
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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
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 		$20.9K 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

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis Real Estate ETF (AVRE) stake by 3,110% in Q1 2026, buying an estimated $1.92M and bringing the position to 43,852 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #4138.

JP Morgan Chase first reported a position in AVRE in Q3 2022 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • JP Morgan Chase held 43,852 shares of Avantis Real Estate ETF worth $1.89M as of Q1 2026.
  • JP Morgan Chase bought 42,486 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.92M.
  • Avantis Real Estate ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4138 holding.
  • JP Morgan Chase first reported a position in Avantis Real Estate ETF in Q3 2022 and has held it in 11 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

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