JP Morgan Chase
AVSC icon

JP Morgan Chase’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

JP Morgan Chase’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.18M Sell
52,384
-3,555
-6% -$224K ﹤0.01% 3726
2025
Q4 		$3.29M Buy
55,939
+37
+0.1% +$2.14K ﹤0.01% 3688
2025
Q3 		$3.2M Sell
55,902
-8,818
-14% -$486K ﹤0.01% 3731
2025
Q2 		$3.34M Buy
64,720
+47,309
+272% +$2.28M ﹤0.01% 3511
2025
Q1 		$843K Buy
17,411
+7,999
+85% +$422K ﹤0.01% 4465
2024
Q4 		$512K Sell
9,412
-41,272
-81% -$2.3M ﹤0.01% 5029
2024
Q3 		$2.74M Sell
50,684
-11,162
-18% -$589K ﹤0.01% 3730
2024
Q2 		$3.09M Sell
61,846
-42,775
-41% -$2.15M ﹤0.01% 3415
2024
Q1 		$5.48M Buy
104,621
+3,701
+4% +$185K ﹤0.01% 3030
2023
Q4 		$5.15M Buy
100,920
+99,312
+6,176% +$4.5M ﹤0.01% 3059
2023
Q3 		$71.2K Buy
+1,608
New +$74.9K ﹤0.01% 5672

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return