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Catherine Avery Investment Management LLC: JPM position timeline

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

Catherine Avery Investment Management LLC held 10,233 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,233 shares
    Change vs previous 13F -12,008 shares

    2.91% of the 13F portfolio, value $3,385,298.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,241 shares
    Change vs previous 13F -42 shares

    3.18% of the 13F portfolio, value $7,280,189.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment 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 ended2026-03-31
    13F 22,283 shares
    Change vs previous 13F +5,884 shares

    2.93% of the 13F portfolio, value $6,554,806.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment 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 ended2025-12-31
    13F 16,399 shares
    Change vs previous 13F -209 shares

    3.16% of the 13F portfolio, value $5,284,123.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment 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 ended2025-09-30
    13F 16,608 shares
    Change vs previous 13F +1,779 shares

    3.37% of the 13F portfolio, value $5,238,693.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment 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 ended2025-06-30
    13F 14,829 shares
    Change vs previous 13F -688 shares

    3.27% of the 13F portfolio, value $4,299,101.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment 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 ended2025-03-31
    13F 15,517 shares
    Change vs previous 13F +941 shares

    3.41% of the 13F portfolio, value $3,806,337.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment 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 ended2024-12-31
    13F/A 14,576 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $3,494,026.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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