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NorthAvenue LLC’s JPMorgan Chase JPM Stock Holding History

NorthAvenue LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Hold
333
– – 0.08% 42
2026
Q1 		$98K Sell
333
-250
-43% -$75.9K 0.08% 41
2025
Q4 		$188K Buy
+583
New +$181K 0.16% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

NorthAvenue LLC's JPM Position: Q2 2026 in Review

NorthAvenue LLC held its JPMorgan Chase (JPM) position steady in Q2 2026 at 333 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #42.

NorthAvenue LLC first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $188K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • NorthAvenue LLC held 333 shares of JPMorgan Chase worth $109K as of Q2 2026.
  • NorthAvenue LLC left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.08% of NorthAvenue LLC's portfolio in Q2 2026, its #42 holding.
  • NorthAvenue LLC first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's JPMorgan Chase position peaked at $188K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.