AVITY INVESTMENT MANAGEMENT INC.

Position in JPM — Jpmorgan Chase & Co

CIK 926834 GREENWICH, CT

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$31,441,683

+$2,878,747 QoQ

Shares Held

96,055

-1.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#773

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $50,954,718 across 3 Banks - Diversified names. JPM ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	96,055	$31,441,683
2	C	Citigroup Inc	127,653	$17,866,313
3	BAC	Bank Of America Corp /De/	28,900	$1,646,722

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,441,683	96,055	-1.1%	Shares	Sole	2026-07-09
2026-03-31	$28,562,936	97,100	-0.9%	Shares	Sole	2026-04-08
2025-12-31	$31,559,193	97,943	-0.3%	Shares	Sole	2026-01-13
2025-09-30	$30,972,702	98,192	-2.0%	Shares	Sole	2025-11-19
2025-06-30	$29,051,881	100,210	-6.7%	Shares	Sole	2025-07-08
2025-03-31	$26,350,126	107,420	-2.8%	Shares	Sole	2025-04-11
2024-12-31	$26,480,763	110,470	-3.6%	Shares	Sole	2025-01-14
2024-09-30	$24,161,603	114,586	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$23,236,235	114,883	-0.9%	Shares	Sole	2024-07-11
2024-03-31	$23,228,390	115,968	+1.0%	Shares	Sole	2024-04-16
2023-12-31	$19,540,237	114,875	+11.1%	Shares	Sole	2024-01-11
2023-09-30	$14,994,342	103,395	-2.0%	Shares	Sole	2023-10-18
2023-06-30	$15,338,393	105,462	-1.9%	Shares	Sole	2023-07-17
2023-03-31	$14,006,240	107,484	-3.6%	Shares	Sole	2023-04-18
2022-12-31	$14,958,050	111,544	+0.7%	Shares	Sole	2023-01-12
2022-09-30	$11,575,569	110,771	-51.8%	Shares	Sole	2022-10-13
2022-06-30	$25,879,241	229,813	-12.6%	Shares	Sole	2022-07-13
2022-03-31	$35,834,847	262,873	+1.9%	Shares	Sole	2022-04-19
2021-12-31	$40,848,916	257,966	+1.2%	Shares	Sole	2022-01-14
2021-09-30	$41,737,348	254,978	-0.6%	Shares	Sole	2021-10-13
2021-06-30	$39,905,809	256,563	-0.5%	Shares	Sole	2021-07-13
2021-03-31	$39,266,053	257,939	-0.5%	Shares	Sole	2021-04-15
2020-12-31	$32,935,908	259,195	+2.1%	Shares	Sole	2021-01-15
2020-09-30	$24,446,322	253,935	+3.7%	Shares	Sole	2020-10-08
2020-06-30	$23,023,160	244,771	+6.0%	Shares	Sole	2020-07-15
2020-03-31	$20,796,389	230,994	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.