JP Morgan Chase
AVUV icon

JP Morgan Chase’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JP Morgan Chase’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121M Buy
969,133
+101,269
+12% +$12.1M 0.01% 967
2026
Q1 		$94M Buy
867,864
+19,248
+2% +$2.12M 0.01% 1026
2025
Q4 		$86.5M Buy
848,616
+392,866
+86% +$39.3M 0.01% 1007
2025
Q3 		$45.4M Buy
455,750
+85,028
+23% +$8.23M ﹤0.01% 1469
2025
Q2 		$33.8M Buy
370,722
+101,955
+38% +$8.79M ﹤0.01% 1593
2025
Q1 		$23.4M Buy
268,767
+15,108
+6% +$1.42M ﹤0.01% 1792
2024
Q4 		$24.5M Buy
253,659
+108,509
+75% +$10.8M ﹤0.01% 1850
2024
Q3 		$13.9M Buy
145,150
+5,597
+4% +$523K ﹤0.01% 2316
2024
Q2 		$12.5M Sell
139,553
-120,467
-46% -$10.9M ﹤0.01% 2260
2024
Q1 		$24.4M Buy
260,020
+31,834
+14% +$2.82M ﹤0.01% 1751
2023
Q4 		$20.5M Buy
228,186
+213,613
+1,466% +$17.1M ﹤0.01% 1837
2023
Q3 		$1.14M Sell
14,573
-652
-4% -$52.4K ﹤0.01% 3974
2023
Q2 		$1.18M Buy
15,225
+1,780
+13% +$131K ﹤0.01% 3923
2023
Q1 		$996K Buy
13,445
+4,418
+49% +$346K ﹤0.01% 4054
2022
Q4 		$672K Sell
9,027
-214
-2% -$16.1K ﹤0.01% 4329
2022
Q3 		$611K Buy
+9,241
New +$674K ﹤0.01% 4330
2019
Q4 		– Sell
-15,000
Closed -$752K – 5605
2019
Q3 		$752K Buy
+15,000
New +$752K ﹤0.01% 3990

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Chase increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q2 2026, buying an estimated $12.1M and bringing the position to 969,133 shares worth $121M. The position accounts for 0.01% of the portfolio, ranked #967.

JP Morgan Chase first reported a position in AVUV in Q3 2019 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • JP Morgan Chase held 969,133 shares of Avantis US Small Cap Value ETF worth $121M as of Q2 2026.
  • JP Morgan Chase bought 101,269 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $12.1M.
  • Avantis US Small Cap Value ETF made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #967 holding.
  • JP Morgan Chase first reported a position in Avantis US Small Cap Value ETF in Q3 2019 and has held it in 17 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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