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Disclosery

Avalon Investment & Advisory: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on JPM, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 370,219 JPM shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 370,219 shares
    Change vs previous 13F -18,405 shares

    1.32% of the 13F portfolio, value $48,243,266.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 388,624 shares
    Change vs previous 13F -11,925 shares

    1.48% of the 13F portfolio, value $52,115,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 400,549 shares
    Change vs previous 13F -90,459 shares

    1.3% of the 13F portfolio, value $41,857,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 491,008 shares
    Change vs previous 13F +19,872 shares

    1.56% of the 13F portfolio, value $55,292,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 471,136 shares
    Change vs previous 13F +56,810 shares

    1.55% of the 13F portfolio, value $64,225,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 414,326 shares
    Change vs previous 13F -65,455 shares

    1.62% of the 13F portfolio, value $65,609,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 479,781 shares
    Change vs previous 13F -21,666 shares

    1.82% of the 13F portfolio, value $78,535,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 501,447 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $77,995,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).