JP Morgan Chase’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09M | Sell |
199,928
-44,494
| -18% | -$1.8M | ﹤0.01% | 2875 |
|
|
2025
Q4 | $9.42M | Sell |
244,422
-111,613
| -31% | -$4.36M | ﹤0.01% | 2741 |
|
|
2025
Q3 | $13.5M | Buy |
356,035
+86,145
| +32% | +$3.2M | ﹤0.01% | 2463 |
|
|
2025
Q2 | $10.2M | Sell |
269,890
-213,056
| -44% | -$8.4M | ﹤0.01% | 2532 |
|
|
2025
Q1 | $20.2M | Buy |
482,946
+2,202
| +0.5% | +$83.6K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $17.6M | Buy |
480,744
+147,007
| +44% | +$5.52M | ﹤0.01% | 2161 |
|
|
2024
Q3 | $12.9M | Sell |
333,737
-55,065
| -14% | -$2.08M | ﹤0.01% | 2386 |
|
|
2024
Q2 | $13.5M | Sell |
388,802
-30,677
| -7% | -$1.1M | ﹤0.01% | 2192 |
|
|
2024
Q1 | $14.7M | Buy |
419,479
+35,207
| +9% | +$1.2M | ﹤0.01% | 2150 |
|
|
2023
Q4 | $13.7M | Sell |
384,272
-48,361
| -11% | -$1.64M | ﹤0.01% | 2166 |
|
|
2023
Q3 | $14M | Sell |
432,633
-28,364
| -6% | -$1.01M | ﹤0.01% | 1969 |
|
|
2023
Q2 | $18.1M | Sell |
460,997
-7,208
| -2% | -$306K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $19.9M | Sell |
468,205
-116,844
| -20% | -$4.84M | ﹤0.01% | 1665 |
|
|
2022
Q4 | $25.9M | Buy |
585,049
+54,056
| +10% | +$2.16M | ﹤0.01% | 1463 |
|
|
2022
Q3 | $19.7M | Sell |
530,993
-151,657
| -22% | -$6.35M | ﹤0.01% | 1597 |
|
|
2022
Q2 | $29.7M | Buy |
682,650
+11,410
| +2% | +$491K | ﹤0.01% | 1331 |
|
|
2022
Q1 | $30.3M | Buy |
671,240
+94,062
| +16% | +$4.14M | ﹤0.01% | 1460 |
|
|
2021
Q4 | $24.5M | Sell |
577,178
-32,462
| -5% | -$1.31M | ﹤0.01% | 1642 |
|
|
2021
Q3 | $23.8M | Sell |
609,640
-44,330
| -7% | -$1.86M | ﹤0.01% | 1619 |
|
|
2021
Q2 | $27.9M | Buy |
653,970
+238,125
| +57% | +$10.9M | ﹤0.01% | 1569 |
|
|
2021
Q1 | $19.9M | Sell |
415,845
-58,583
| -12% | -$2.41M | ﹤0.01% | 1766 |
|
|
2020
Q4 | $19M | Buy |
474,428
+20,817
| +5% | +$764K | ﹤0.01% | 1655 |
|
|
2020
Q3 | $15.3M | Sell |
453,611
-38,418
| -8% | -$1.39M | ﹤0.01% | 1691 |
|
|
2020
Q2 | $17.9M | Buy |
492,029
+53,741
| +12% | +$2.13M | ﹤0.01% | 1443 |
|
|
2020
Q1 | $18.6M | Sell |
438,288
-47,352
| -10% | -$2.28M | ﹤0.01% | 1302 |
|
|
2019
Q4 | $23.4M | Buy |
485,640
+117,280
| +32% | +$5.59M | ﹤0.01% | 1465 |
|
|
2019
Q3 | $17.8M | Sell |
368,360
-7,509
| -2% | -$349K | ﹤0.01% | 1676 |
|
|
2019
Q2 | $16.7M | Sell |
375,869
-83,640
| -18% | -$3.56M | ﹤0.01% | 1697 |
|
|
2019
Q1 | $18.7M | Sell |
459,509
-742,431
| -62% | -$30.5M | ﹤0.01% | 1590 |
|
|
2018
Q4 | $51.1M | Buy |
1,201,940
+23,489
| +2% | +$1.16M | 0.01% | 890 |
|
|
2018
Q3 | $59.6M | Sell |
1,178,451
-92,473
| -7% | -$4.73M | 0.01% | 930 |
|
|
2018
Q2 | $66.9M | Sell |
1,270,924
-235,119
| -16% | -$12.3M | 0.01% | 832 |
|
|
2018
Q1 | $77.2M | Sell |
1,506,043
-484,285
| -24% | -$24.4M | 0.02% | 742 |
|
|
2017
Q4 | $102M | Buy |
1,990,328
+384,530
| +24% | +$19.9M | 0.02% | 633 |
|
|
2017
Q3 | $82.9M | Buy |
1,605,798
+928,010
| +137% | +$46.4M | 0.02% | 700 |
|
|
2017
Q2 | $28.8M | Sell |
677,788
-94,259
| -12% | -$3.93M | 0.01% | 1215 |
|
|
2017
Q1 | $30.1M | Buy |
772,047
+31,868
| +4% | +$1.25M | 0.01% | 1205 |
|
|
2016
Q4 | $29.6M | Buy |
740,179
+203,631
| +38% | +$8.24M | 0.01% | 1210 |
|
|
2016
Q3 | $22.4M | Sell |
536,548
-17,284
| -3% | -$735K | 0.01% | 1298 |
|
|
2016
Q2 | $24.8M | Sell |
553,832
-158,150
| -22% | -$6.48M | 0.01% | 1246 |
|
|
2016
Q1 | $29M | Sell |
711,982
-9,182
| -1% | -$346K | 0.01% | 1095 |
|
|
2015
Q4 | $25.5M | Buy |
721,164
+29,333
| +4% | +$1M | 0.01% | 1168 |
|
|
2015
Q3 | $23M | Buy |
691,831
+3,000
| +0.4% | +$95.8K | 0.01% | 1184 |
|
|
2015
Q2 | $21.1M | Sell |
688,831
-542
| -0.1% | -$17.5K | 0.01% | 1372 |
|
|
2015
Q1 | $23.6M | Buy |
689,373
+13,308
| +2% | +$465K | 0.01% | 1324 |
|
|
2014
Q4 | $23.9M | Buy |
676,065
+43,265
| +7% | +$1.48M | 0.01% | 1360 |
|
|
2014
Q3 | $19.3M | Sell |
632,800
-37,811
| -6% | -$1.21M | ﹤0.01% | 1472 |
|
|
2014
Q2 | $22.5M | Buy |
670,611
+54,729
| +9% | +$1.73M | 0.01% | 1276 |
|
|
2014
Q1 | $18.9M | Buy |
615,882
+45,556
| +8% | +$1.32M | 0.01% | 1357 |
|
|
2013
Q4 | $16.1M | Sell |
570,326
-84,937
| -13% | -$2.33M | ﹤0.01% | 1463 |
|
|
2013
Q3 | $17.3M | Buy |
655,263
+27,164
| +4% | +$744K | 0.01% | 1417 |
|
|
2013
Q2 | $17M | Buy |
+628,099
| New | +$17.3M | 0.01% | 1350 |
|
Other funds holding AVA
VPM
VCM
WHG