A detailed history of Avity Investment Management Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Avity Investment Management Inc. holds 114,586 shares of JPM stock, worth $27.8 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
114,586
Previous 114,883 0.26%
Holding current value
$27.8 Million
Previous $23.2 Million 3.94%
% of portfolio
1.94%
Previous 1.9%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$194.9 - $224.8 $57,885 - $66,765
-297 Reduced 0.26%
114,586 $24.2 Million
Q2 2024

Jul 11, 2024

SELL
$180.08 - $204.79 $195,386 - $222,197
-1,085 Reduced 0.94%
114,883 $23.2 Million
Q1 2024

Apr 16, 2024

BUY
$167.09 - $200.3 $182,629 - $218,927
1,093 Added 0.95%
115,968 $23.2 Million
Q4 2023

Jan 11, 2024

BUY
$135.69 - $170.3 $1.56 Million - $1.96 Million
11,480 Added 11.1%
114,875 $19.5 Million
Q3 2023

Oct 18, 2023

SELL
$143.21 - $158.0 $296,015 - $326,586
-2,067 Reduced 1.96%
103,395 $15 Million
Q2 2023

Jul 17, 2023

SELL
$127.47 - $145.44 $257,744 - $294,079
-2,022 Reduced 1.88%
105,462 $15.3 Million
Q1 2023

Apr 18, 2023

SELL
$124.91 - $143.8 $507,134 - $583,828
-4,060 Reduced 3.64%
107,484 $14 Million
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $78,815 - $106,550
773 Added 0.7%
111,544 $15 Million
Q3 2022

Oct 13, 2022

SELL
$20.73 - $120.58 $2.47 Million - $14.4 Million
-119,042 Reduced 51.8%
110,771 $11.6 Million
Q2 2022

Jul 13, 2022

SELL
$112.61 - $135.91 $3.72 Million - $4.49 Million
-33,060 Reduced 12.58%
229,813 $25.9 Million
Q1 2022

Apr 19, 2022

BUY
$128.3 - $168.44 $629,568 - $826,535
4,907 Added 1.9%
262,873 $35.8 Million
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $459,972 - $513,278
2,988 Added 1.17%
257,966 $40.8 Million
Q3 2021

Oct 13, 2021

SELL
$146.97 - $166.98 $232,947 - $264,663
-1,585 Reduced 0.62%
254,978 $41.7 Million
Q2 2021

Jul 13, 2021

SELL
$147.37 - $166.44 $202,781 - $229,021
-1,376 Reduced 0.53%
256,563 $39.9 Million
Q1 2021

Apr 15, 2021

SELL
$125.65 - $157.65 $157,816 - $198,008
-1,256 Reduced 0.48%
257,939 $39.3 Million
Q4 2020

Jan 15, 2021

BUY
$96.54 - $127.07 $507,800 - $668,388
5,260 Added 2.07%
259,195 $32.9 Million
Q3 2020

Oct 08, 2020

BUY
$91.28 - $103.82 $836,489 - $951,406
9,164 Added 3.74%
253,935 $24.4 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $1.16 Million - $1.56 Million
13,777 Added 5.96%
244,771 $23 Million
Q1 2020

Apr 09, 2020

SELL
$79.03 - $141.09 $1.75 Million - $3.12 Million
-22,143 Reduced 8.75%
230,994 $20.8 Million
Q4 2019

Jan 15, 2020

SELL
$111.82 - $139.4 $488,206 - $608,620
-4,366 Reduced 1.7%
253,137 $35.3 Million
Q3 2019

Oct 10, 2019

BUY
$104.8 - $120.23 $1.25 Million - $1.43 Million
11,882 Added 4.84%
257,503 $30.3 Million
Q2 2019

Jul 22, 2019

BUY
$104.64 - $116.12 $2.86 Million - $3.17 Million
27,309 Added 12.51%
245,621 $27.5 Million
Q1 2019

Apr 12, 2019

BUY
$97.11 - $107.19 $1.21 Million - $1.34 Million
12,485 Added 6.07%
218,312 $22.1 Million
Q4 2018

Jan 22, 2019

BUY
$92.14 - $115.32 $7.5 Million - $9.38 Million
81,380 Added 65.39%
205,827 $20.1 Million
Q3 2018

Oct 18, 2018

SELL
$103.61 - $118.63 $325,646 - $372,854
-3,143 Reduced 2.46%
124,447 $14 Million
Q2 2018

Jul 20, 2018

SELL
$103.24 - $114.29 $32,210 - $35,658
-312 Reduced 0.24%
127,590 $13.3 Million
Q1 2018

Apr 19, 2018

SELL
$107.01 - $118.77 $385,664 - $428,047
-3,604 Reduced 2.74%
127,902 $14.1 Million
Q4 2017

Jan 10, 2018

BUY
$95.86 - $107.83 $419,291 - $471,648
4,374 Added 3.44%
131,506 $14.1 Million
Q3 2017

Oct 20, 2017

BUY
$88.42 - $95.51 $11.2 Million - $12.1 Million
127,132
127,132 $12.1 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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