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AVITY INVESTMENT MANAGEMENT INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVITY INVESTMENT MANAGEMENT INC. on JPM, newest first. How the timeline and the estimate are built.

AVITY INVESTMENT MANAGEMENT INC. held 94,614 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 94,614 shares
    Change vs previous 13F -1,441 shares

    1.96% of the 13F portfolio, value $31,301,150.

    13F-HR 0001951757-26-001656 filed by AVITY INVESTMENT MANAGEMENT INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 96,055 shares
    Change vs previous 13F -1,045 shares

    2% of the 13F portfolio, value $31,441,683.

    13F-HR 0001951757-26-000933 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 97,100 shares
    Change vs previous 13F -843 shares

    2.08% of the 13F portfolio, value $28,562,936.

    13F-HR 0001951757-26-000543 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 97,943 shares
    Change vs previous 13F -249 shares

    2.21% of the 13F portfolio, value $31,559,193.

    13F-HR 0001951757-26-000073 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 98,192 shares
    Change vs previous 13F -2,018 shares

    2.17% of the 13F portfolio, value $30,972,703.

    13F-HR 0001951757-25-001451 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 100,210 shares
    Change vs previous 13F -7,210 shares

    2.16% of the 13F portfolio, value $29,051,881.

    13F-HR 0001951757-25-000572 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 107,420 shares
    Change vs previous 13F -3,050 shares

    2.13% of the 13F portfolio, value $26,350,126.

    13F-HR 0001951757-25-000291 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 110,470 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $26,480,764.

    13F-HR 0000926834-25-000001 filed by AVITY INVESTMENT MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

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