TAFW
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Tred Avon Family Wealth’s JPMorgan Chase JPM Stock Holding History

Tred Avon Family Wealth’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
Q1 		$4.44M Sell
15,110
-120
-0.8% -$36.4K 1.48% 10
2025
Q4 		$4.91M Buy
15,230
+933
+7% +$289K 1.6% 10
2025
Q3 		$4.51M Buy
+14,297
New +$4.25M 1.55% 10

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tred Avon Family Wealth's JPM Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its JPMorgan Chase (JPM) stake by 0.79% in Q1 2026, selling an estimated $36.4K and leaving 15,110 shares worth $4.44M. The position accounts for 1.48% of the portfolio, ranked #10.

Tred Avon Family Wealth first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.91M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tred Avon Family Wealth held 15,110 shares of JPMorgan Chase worth $4.44M as of Q1 2026.
  • Tred Avon Family Wealth sold 120 JPMorgan Chase shares in Q1 2026, an estimated $36.4K.
  • JPMorgan Chase made up 1.48% of Tred Avon Family Wealth's portfolio in Q1 2026, its #10 holding.
  • Tred Avon Family Wealth first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's JPMorgan Chase position peaked at $4.91M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.