JP Morgan Chase
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JP Morgan Chase’s Avalo Therapeutics AVTX Stock Holding History

JP Morgan Chase’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71M Buy
194,391
+149,960
+338% +$2.34M ﹤0.01% 3874
2025
Q4 		$807K Buy
44,431
+42,858
+2,725% +$723K ﹤0.01% 4740
2025
Q3 		$20K Buy
1,573
+1,499
+2,026% +$12.9K ﹤0.01% 6473
2025
Q2 		$369 Sell
74
-1,031
-93% -$4.82K ﹤0.01% 6727
2025
Q1 		$8.85K Buy
1,105
+1,103
+55,150% +$8.36K ﹤0.01% 6333
2024
Q4 		$15 Hold
2
– – ﹤0.01% 7293
2024
Q3 		$19 Hold
2
– – ﹤0.01% 7254
2024
Q2 		$25 Hold
2
– – ﹤0.01% 7143
2024
Q1 		$44 Hold
2
– – ﹤0.01% 7062
2023
Q4 		$18 Buy
+2
New +$45 ﹤0.01% 7361
2023
Q3 		– Sell
-54
Closed -$4.62K – 7454
2023
Q2 		$4.62K Buy
+54
New +$36.4K ﹤0.01% 6187
2023
Q1 		– Hold
0
– – – 6681
2022
Q3 		– Sell
-1
Closed -$1K – 6449
2022
Q2 		$1K Sell
1
-9
-90% -$12K ﹤0.01% 6337
2022
Q1 		$21K Sell
10
-7
-41% -$17.6K ﹤0.01% 6056
2021
Q4 		$83K Buy
17
+10
+143% +$60K ﹤0.01% 5760
2021
Q3 		$44K Sell
7
-14
-67% -$113K ﹤0.01% 5874
2021
Q2 		$195K Sell
21
-19
-48% -$159K ﹤0.01% 5257
2021
Q1 		$352K Buy
40
+6
+18% +$56.7K ﹤0.01% 4880
2020
Q4 		$256K Buy
34
+25
+278% +$174K ﹤0.01% 4714
2020
Q3 		$57K Hold
9
– – ﹤0.01% 4905
2020
Q2 		$66K Sell
9
-7
-44% -$50.8K ﹤0.01% 4729
2020
Q1 		$113K Sell
16
-3
-16% -$31.7K ﹤0.01% 4481
2019
Q4 		$287K Sell
19
-9
-32% -$94.9K ﹤0.01% 4530
2019
Q3 		$269K Buy
28
+3
+12% +$33.5K ﹤0.01% 4486
2019
Q2 		$355K Buy
25
+21
+525% +$318K ﹤0.01% 4392
2019
Q1 		$60K Buy
+4
New +$59.8K ﹤0.01% 5062

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

JP Morgan Chase increased its Avalo Therapeutics (AVTX) stake by 338% in Q1 2026, buying an estimated $2.34M and bringing the position to 194,391 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

JP Morgan Chase first reported a position in AVTX in Q1 2019 and has held it in 25 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • JP Morgan Chase held 194,391 shares of Avalo Therapeutics worth $2.71M as of Q1 2026.
  • JP Morgan Chase bought 149,960 Avalo Therapeutics shares in Q1 2026, an estimated $2.34M.
  • Avalo Therapeutics made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3874 holding.
  • JP Morgan Chase first reported a position in Avalo Therapeutics in Q1 2019 and has held it in 25 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

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