AIM
JPM icon

Avity Investment Management’s JPMorgan Chase JPM Stock Holding History

Avity Investment Management’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 		$31.4M Sell
96,055
-1,045
-1% -$325K 2% 22
2026
Q1 		$28.6M Sell
97,100
-843
-0.9% -$256K 2.08% 22
2025
Q4 		$31.6M Sell
97,943
-249
-0.3% -$77.1K 2.21% 20
2025
Q3 		$31M Sell
98,192
-2,018
-2% -$600K 2.17% 20
2025
Q2 		$29.1M Sell
100,210
-7,210
-7% -$1.84M 2.16% 24
2025
Q1 		$26.4M Sell
107,420
-3,050
-3% -$778K 2.13% 25
2024
Q4 		$26.5M Sell
110,470
-4,116
-4% -$959K 2.08% 26
2024
Q3 		$24.2M Sell
114,586
-297
-0.3% -$62.6K 1.88% 26
2024
Q2 		$23.2M Sell
114,883
-1,085
-0.9% -$212K 1.87% 24
2024
Q1 		$23.2M Buy
115,968
+1,093
+1% +$197K 1.92% 25
2023
Q4 		$19.5M Buy
114,875
+11,480
+11% +$1.74M 1.75% 27
2023
Q3 		$15M Sell
103,395
-2,067
-2% -$310K 1.5% 28
2023
Q2 		$15.3M Sell
105,462
-2,022
-2% -$278K 1.42% 30
2023
Q1 		$14M Sell
107,484
-4,060
-4% -$556K 1.36% 30
2022
Q4 		$15M Buy
111,544
+773
+0.7% +$97.9K 1.53% 27
2022
Q3 		$11.6M Sell
110,771
-119,042
-52% -$13.7M 1.26% 30
2022
Q2 		$25.9M Sell
229,813
-33,060
-13% -$4.1M 2.66% 19
2022
Q1 		$35.8M Buy
262,873
+4,907
+2% +$724K 3.14% 16
2021
Q4 		$40.8M Buy
257,966
+2,988
+1% +$491K 3.18% 14
2021
Q3 		$41.7M Sell
254,978
-1,585
-0.6% -$248K 3.52% 7
2021
Q2 		$39.9M Sell
256,563
-1,376
-0.5% -$216K 3.37% 10
2021
Q1 		$39.3M Sell
257,939
-1,256
-0.5% -$181K 3.56% 5
2020
Q4 		$32.9M Buy
259,195
+5,260
+2% +$588K 3.14% 14
2020
Q3 		$24.4M Buy
253,935
+9,164
+4% +$900K 2.55% 23
2020
Q2 		$23M Buy
244,771
+13,777
+6% +$1.31M 2.58% 23
2020
Q1 		$20.8M Sell
230,994
-22,143
-9% -$2.69M 2.89% 20
2019
Q4 		$35.3M Sell
253,137
-4,366
-2% -$560K 3.9% 4
2019
Q3 		$30.3M Buy
257,503
+11,882
+5% +$1.34M 3.65% 10
2019
Q2 		$27.5M Buy
245,621
+27,309
+13% +$3.01M 3.27% 17
2019
Q1 		$22.1M Buy
218,312
+12,485
+6% +$1.29M 2.68% 22
2018
Q4 		$20.1M Buy
205,827
+81,380
+65% +$8.67M 2.8% 23
2018
Q3 		$14M Sell
124,447
-3,143
-2% -$357K 1.67% 29
2018
Q2 		$13.3M Sell
127,590
-312
-0.2% -$34.2K 1.69% 28
2018
Q1 		$14.1M Sell
127,902
-3,604
-3% -$408K 1.84% 26
2017
Q4 		$14.1M Buy
131,506
+4,374
+3% +$443K 1.78% 29
2017
Q3 		$12.1M Buy
127,132
+3,895
+3% +$359K 1.62% 30
2017
Q2 		$11.3M Buy
123,237
+27,280
+28% +$2.35M 1.53% 30
2017
Q1 		$8.43M Buy
95,957
+9,020
+10% +$796K 1.18% 31
2016
Q4 		$7.5M Sell
86,937
-1,028
-1% -$78.4K 1.13% 30
2016
Q3 		$6.04M Sell
87,965
-1,380
-2% -$90K 0.93% 30
2016
Q2 		$5.55M Sell
89,345
-13,795
-13% -$862K 0.89% 31
2016
Q1 		$6.38M Sell
103,140
-3,090
-3% -$180K 1.02% 31
2015
Q4 		$7.01M Sell
106,230
-8,265
-7% -$538K 1.11% 32
2015
Q3 		$7.11M Sell
114,495
-3,900
-3% -$255K 1.15% 32
2015
Q2 		$8.02M Buy
118,395
+1,191
+1% +$77.8K 1.26% 31
2015
Q1 		$7.41M Sell
117,204
-114,400
-49% -$6.77M 1.18% 31
2014
Q4 		$14.5M Buy
231,604
+7,860
+4% +$473K 2.32% 26
2014
Q3 		$13.5M Buy
223,744
+8,255
+4% +$483K 2.29% 28
2014
Q2 		$12.4M Sell
215,489
-3,640
-2% -$205K 2.13% 27
2014
Q1 		$13.3M Buy
219,129
+2,163
+1% +$125K 2.49% 26
2013
Q4 		$12.7M Sell
216,966
-5,915
-3% -$324K 2.42% 25
2013
Q3 		$11.5M Sell
222,881
-2,001
-0.9% -$107K 2.39% 25
2013
Q2 		$11.9M Buy
+224,882
New +$11.4M 2.54% 23

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Avity Investment Management's JPM Position: Q2 2026 in Review

Avity Investment Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $325K and leaving 96,055 shares worth $31.4M. The position accounts for 2% of the portfolio, ranked #22.

Avity Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.7M in Q3 2021. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Avity Investment Management held 96,055 shares of JPMorgan Chase worth $31.4M as of Q2 2026.
  • Avity Investment Management sold 1,045 JPMorgan Chase shares in Q2 2026, an estimated $325K.
  • JPMorgan Chase made up 2% of Avity Investment Management's portfolio in Q2 2026, its #22 holding.
  • Avity Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Avity Investment Management's JPMorgan Chase position peaked at $41.7M in Q3 2021.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.