Arax Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Arax Advisory Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.26M	Buy	31,950 +13,821	+76%	+$4.01M	0.43%	52
2025 Q1	$4.45M	Sell	18,129 -1,029	-5%	-$252K	0.29%	64
2024 Q4	$4.59M	Buy	19,158 +9,559	+100%	+$2.29M	0.29%	57
2024 Q3	$2.02M	Sell	9,599 -108	-1%	-$22.8K	0.18%	70
2024 Q2	$1.96M	Buy	9,707 +2,688	+38%	+$544K	0.19%	71
2024 Q1	$1.41M	Sell	7,019 -133	-2%	-$26.6K	0.15%	81
2023 Q4	$1.22M	Sell	7,152 -52	-0.7%	-$8.85K	0.14%	88
2023 Q3	$1.04M	Sell	7,204 -234	-3%	-$33.9K	0.13%	90
2023 Q2	$1.08M	Buy	7,438 +420	+6%	+$61.1K	0.14%	78
2023 Q1	$915K	Sell	7,018 -177	-2%	-$23.1K	0.12%	83
2022 Q4	$965K	Buy	7,195 +28	+0.4%	+$3.76K	0.13%	78
2022 Q3	$749K	Buy	7,167 +166	+2%	+$17.3K	0.12%	78
2022 Q2	$788K	Buy	7,001 +667	+11%	+$75.1K	0.12%	82
2022 Q1	$863K	Buy	6,334 +243	+4%	+$33.1K	0.12%	80
2021 Q4	$964K	Buy	6,091 +620	+11%	+$98.1K	0.12%	75
2021 Q3	$896K	Sell	5,471 -178	-3%	-$29.2K	0.12%	75
2021 Q2	$879K	Buy	+5,649	New	+$879K	0.12%	78
2020 Q4	$655K	Buy	5,156 +101	+2%	+$12.8K	0.1%	74
2020 Q3	$487K	Buy	5,055 +176	+4%	+$17K	0.08%	87
2020 Q2	$459K	Sell	4,879 -507	-9%	-$47.7K	0.08%	85
2020 Q1	$485K	Buy	5,386 +372	+7%	+$33.5K	0.11%	76
2019 Q4	$699K	Sell	5,014 -326	-6%	-$45.4K	0.2%	59
2019 Q3	$628K	Sell	5,340 -80	-1%	-$9.41K	0.19%	58
2019 Q2	$606K	Buy	+5,420	New	+$606K	0.2%	57
2018 Q4	$582K	Buy	5,960 +1,078	+22%	+$105K	0.23%	50
2018 Q3	$551K	Sell	4,882 -1,177	-19%	-$133K	0.22%	55
2018 Q2	$631K	Buy	6,059 +1,126	+23%	+$117K	0.28%	40
2018 Q1	$542K	Buy	4,933 +234	+5%	+$25.7K	0.28%	39
2017 Q4	$502K	Buy	4,699 +20	+0.4%	+$2.14K	0.22%	39
2017 Q3	$446K	Sell	4,679 -84	-2%	-$8.01K	0.21%	37
2017 Q2	$434K	Sell	4,763 -90	-2%	-$8.2K	0.21%	41
2017 Q1	$426K	Buy	4,853 +1,035	+27%	+$90.9K	0.2%	34
2016 Q4	$329K	Buy	+3,818	New	+$329K	0.16%	38