JP Morgan Chase
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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
Q2 		$39.3M Buy
308,426
+33,344
+12% +$4.11M ﹤0.01% 1656
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis US Equity ETF (AVUS) stake by 12% in Q2 2026, buying an estimated $4.11M and bringing the position to 308,426 shares worth $39.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

JP Morgan Chase first reported a position in AVUS in Q3 2019 and has held it in 16 quarters since. The position peaked at $78M in Q1 2024. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • JP Morgan Chase held 308,426 shares of Avantis US Equity ETF worth $39.3M as of Q2 2026.
  • JP Morgan Chase bought 33,344 Avantis US Equity ETF shares in Q2 2026, an estimated $4.11M.
  • Avantis US Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1656 holding.
  • JP Morgan Chase first reported a position in Avantis US Equity ETF in Q3 2019 and has held it in 16 quarters since.
  • JP Morgan Chase's Avantis US Equity ETF position peaked at $78M in Q1 2024.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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