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Avitas Wealth Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avitas Wealth Management LLC on JPM, newest first. How the timeline and the estimate are built.

Avitas Wealth Management LLC held 69,127 JPM shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 69,127 shares
    Change vs previous 13F +385 shares

    2.29% of the 13F portfolio, value $16,570,433.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 68,742 shares
    Change vs previous 13F +807 shares

    2.04% of the 13F portfolio, value $14,494,938.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 67,935 shares
    Change vs previous 13F +123 shares

    2.01% of the 13F portfolio, value $13,740,533.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 67,812 shares
    Change vs previous 13F +667 shares

    2.06% of the 13F portfolio, value $13,582,744.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 67,145 shares
    Change vs previous 13F +16,421 shares

    1.91% of the 13F portfolio, value $11,421,365.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 50,724 shares
    Change vs previous 13F -151 shares

    1.4% of the 13F portfolio, value $7,355,994.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 50,875 shares
    Change vs previous 13F +455 shares

    1.34% of the 13F portfolio, value $7,399,260.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 50,420 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $6,570,230.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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