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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
Q2 		$4.92M Sell
15,036
-74
-0.5% -$23K 1.51% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tred Avon Family Wealth's JPM Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its JPMorgan Chase (JPM) stake by 0.49% in Q2 2026, selling an estimated $23K and leaving 15,036 shares worth $4.92M. The position accounts for 1.51% of the portfolio, ranked #10.

Tred Avon Family Wealth first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Tred Avon Family Wealth held 15,036 shares of JPMorgan Chase worth $4.92M as of Q2 2026.
  • Tred Avon Family Wealth sold 74 JPMorgan Chase shares in Q2 2026, an estimated $23K.
  • JPMorgan Chase made up 1.51% of Tred Avon Family Wealth's portfolio in Q2 2026, its #10 holding.
  • Tred Avon Family Wealth first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.