JP Morgan Chase
AVUS icon

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

JP Morgan Chase’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.7M Buy
275,082
+34,399
+14% +$3.94M ﹤0.01% 1746
2025
Q4 		$26.9M Buy
240,683
+14,920
+7% +$1.64M ﹤0.01% 1827
2025
Q3 		$24.5M Buy
225,763
+11,820
+6% +$1.24M ﹤0.01% 1936
2025
Q2 		$21.6M Sell
213,943
-250,669
-54% -$23.5M ﹤0.01% 1902
2025
Q1 		$42.9M Sell
464,612
-4,488
-1% -$437K ﹤0.01% 1398
2024
Q4 		$45.5M Buy
469,100
+120,665
+35% +$11.8M ﹤0.01% 1391
2024
Q3 		$33.2M Sell
348,435
-209,281
-38% -$19.2M ﹤0.01% 1608
2024
Q2 		$50.3M Sell
557,716
-313,621
-36% -$27.7M ﹤0.01% 1240
2024
Q1 		$78M Sell
871,337
-37,746
-4% -$3.19M 0.01% 1063
2023
Q4 		$74.1M Buy
909,083
+863,731
+1,905% +$65.4M 0.01% 1031
2023
Q3 		$3.32M Sell
45,352
-151,368
-77% -$11.5M ﹤0.01% 3141
2023
Q2 		$14.8M Sell
196,720
-8,189
-4% -$586K ﹤0.01% 1948
2023
Q1 		$14.5M Buy
204,909
+44,973
+28% +$3.18M ﹤0.01% 1933
2022
Q4 		$10.9M Buy
+159,936
New +$10.9M ﹤0.01% 2176
2019
Q4 		– Sell
-60,000
Closed -$3.01M – 5604
2019
Q3 		$3.01M Buy
+60,000
New +$3M ﹤0.01% 3126

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM