AIM
Avity Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
100,210
-7,210
| -7% | -$2.09M | 2.16% | 24 |
|
|
2025
Q1 | $26.4M | Sell |
107,420
-3,050
| -3% | -$748K | 2.13% | 25 |
|
|
2024
Q4 | $26.5M | Sell |
110,470
-4,116
| -4% | -$987K | 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% | -$219K | 1.87% | 24 |
|
|
2024
Q1 | $23.2M | Buy |
115,968
+1,093
| +1% | +$219K | 1.92% | 25 |
|
|
2023
Q4 | $19.5M | Buy |
114,875
+11,480
| +11% | +$1.95M | 1.75% | 27 |
|
|
2023
Q3 | $15M | Sell |
103,395
-2,067
| -2% | -$300K | 1.5% | 28 |
|
|
2023
Q2 | $15.3M | Sell |
105,462
-2,022
| -2% | -$294K | 1.42% | 30 |
|
|
2023
Q1 | $14M | Sell |
107,484
-4,060
| -4% | -$529K | 1.36% | 30 |
|
|
2022
Q4 | $15M | Buy |
111,544
+773
| +0.7% | +$104K | 1.53% | 27 |
|
|
2022
Q3 | $11.6M | Sell |
110,771
-119,042
| -52% | -$12.4M | 1.26% | 30 |
|
|
2022
Q2 | $25.9M | Sell |
229,813
-33,060
| -13% | -$3.72M | 2.66% | 19 |
|
|
2022
Q1 | $35.8M | Buy |
262,873
+4,907
| +2% | +$669K | 3.14% | 16 |
|
|
2021
Q4 | $40.8M | Buy |
257,966
+2,988
| +1% | +$473K | 3.18% | 14 |
|
|
2021
Q3 | $41.7M | Sell |
254,978
-1,585
| -0.6% | -$259K | 3.52% | 7 |
|
|
2021
Q2 | $39.9M | Sell |
256,563
-1,376
| -0.5% | -$214K | 3.37% | 10 |
|
|
2021
Q1 | $39.3M | Sell |
257,939
-1,256
| -0.5% | -$191K | 3.56% | 5 |
|
|
2020
Q4 | $32.9M | Buy |
259,195
+5,260
| +2% | +$668K | 3.14% | 14 |
|
|
2020
Q3 | $24.4M | Buy |
253,935
+9,164
| +4% | +$882K | 2.55% | 23 |
|
|
2020
Q2 | $23M | Buy |
244,771
+13,777
| +6% | +$1.3M | 2.58% | 23 |
|
|
2020
Q1 | $20.8M | Sell |
230,994
-22,143
| -9% | -$1.99M | 2.89% | 20 |
|
|
2019
Q4 | $35.3M | Sell |
253,137
-4,366
| -2% | -$609K | 3.9% | 4 |
|
|
2019
Q3 | $30.3M | Buy |
257,503
+11,882
| +5% | +$1.4M | 3.65% | 10 |
|
|
2019
Q2 | $27.5M | Buy |
245,621
+27,309
| +13% | +$3.05M | 3.27% | 17 |
|
|
2019
Q1 | $22.1M | Buy |
218,312
+12,485
| +6% | +$1.26M | 2.68% | 22 |
|
|
2018
Q4 | $20.1M | Buy |
205,827
+81,380
| +65% | +$7.94M | 2.8% | 23 |
|
|
2018
Q3 | $14M | Sell |
124,447
-3,143
| -2% | -$355K | 1.67% | 29 |
|
|
2018
Q2 | $13.3M | Sell |
127,590
-312
| -0.2% | -$32.5K | 1.69% | 28 |
|
|
2018
Q1 | $14.1M | Sell |
127,902
-3,604
| -3% | -$396K | 1.84% | 26 |
|
|
2017
Q4 | $14.1M | Buy |
131,506
+4,374
| +3% | +$468K | 1.78% | 29 |
|
|
2017
Q3 | $12.1M | Buy |
127,132
+3,895
| +3% | +$372K | 1.62% | 30 |
|
|
2017
Q2 | $11.3M | Buy |
123,237
+27,280
| +28% | +$2.49M | 1.53% | 30 |
|
|
2017
Q1 | $8.43M | Buy |
95,957
+9,020
| +10% | +$792K | 1.18% | 31 |
|
|
2016
Q4 | $7.5M | Sell |
86,937
-1,028
| -1% | -$88.7K | 1.13% | 30 |
|
|
2016
Q3 | $6.04M | Sell |
87,965
-1,380
| -2% | -$94.7K | 0.93% | 30 |
|
|
2016
Q2 | $5.55M | Sell |
89,345
-13,795
| -13% | -$857K | 0.89% | 31 |
|
|
2016
Q1 | $6.38M | Sell |
103,140
-3,090
| -3% | -$191K | 1.02% | 31 |
|
|
2015
Q4 | $7.01M | Sell |
106,230
-8,265
| -7% | -$546K | 1.11% | 32 |
|
|
2015
Q3 | $7.11M | Sell |
114,495
-3,900
| -3% | -$242K | 1.15% | 32 |
|
|
2015
Q2 | $8.02M | Buy |
118,395
+1,191
| +1% | +$80.7K | 1.26% | 31 |
|
|
2015
Q1 | $7.41M | Sell |
117,204
-114,400
| -49% | -$7.23M | 1.18% | 31 |
|
|
2014
Q4 | $14.5M | Buy |
231,604
+7,860
| +4% | +$492K | 2.32% | 26 |
|
|
2014
Q3 | $13.5M | Buy |
223,744
+8,255
| +4% | +$497K | 2.29% | 28 |
|
|
2014
Q2 | $12.4M | Sell |
215,489
-3,640
| -2% | -$210K | 2.13% | 27 |
|
|
2014
Q1 | $13.3M | Buy |
219,129
+2,163
| +1% | +$131K | 2.49% | 26 |
|
|
2013
Q4 | $12.7M | Sell |
216,966
-5,915
| -3% | -$346K | 2.42% | 25 |
|
|
2013
Q3 | $11.5M | Sell |
222,881
-2,001
| -0.9% | -$103K | 2.39% | 25 |
|
|
2013
Q2 | $11.9M | Buy |
+224,882
| New | +$11.9M | 2.54% | 23 |
|