JP Morgan Chase
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JP Morgan Chase’s Avantis Responsible US Equity ETF AVSU Stock Holding History

JP Morgan Chase’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.1K Buy
+1,034
New +$80K ﹤0.01% 5994
2024
Q3 		– Sell
-9,600
Closed -$593K – 7409
2024
Q2 		$593K Hold
9,600
– – ﹤0.01% 4589
2024
Q1 		$590K Sell
9,600
-736
-7% -$42.9K ﹤0.01% 4690
2023
Q4 		$581K Buy
+10,336
New +$534K ﹤0.01% 4693

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM

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

JP Morgan Chase opened a new position in Avantis Responsible US Equity ETF (AVSU) in Q1 2026: 1,034 shares worth $74.1K. The stake represents ﹤0.01% of the portfolio and ranks #5994 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in AVSU as recently as Q2 2024.

JP Morgan Chase first reported a position in AVSU in Q4 2023 and has held it in 4 quarters since. The position peaked at $593K in Q2 2024. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

  • JP Morgan Chase held 1,034 shares of Avantis Responsible US Equity ETF worth $74.1K as of Q1 2026.
  • Avantis Responsible US Equity ETF was a new JP Morgan Chase position in Q1 2026.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5994 holding.
  • JP Morgan Chase first reported a position in Avantis Responsible US Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • JP Morgan Chase's Avantis Responsible US Equity ETF position peaked at $593K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

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