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
Q2 		$3.85M Buy
52,744
+360
+0.7% +$24.6K ﹤0.01% 3678
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 $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.69% in Q2 2026, buying an estimated $24.6K and bringing the position to 52,744 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

JP Morgan Chase first reported a position in AVSC in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.48M in Q1 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • JP Morgan Chase held 52,744 shares of Avantis US Small Cap Equity ETF worth $3.85M as of Q2 2026.
  • JP Morgan Chase bought 360 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $24.6K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3678 holding.
  • JP Morgan Chase first reported a position in Avantis US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • JP Morgan Chase's Avantis US Small Cap Equity ETF position peaked at $5.48M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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