Auxano Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
11,508
-3
| -0% | -$870 | 0.78% | 21 |
|
|
2025
Q1 | $2.82M | Sell |
11,511
-113
| -1% | -$27.7K | 0.75% | 22 |
|
|
2024
Q4 | $2.79M | Buy |
11,624
+142
| +1% | +$34K | 0.7% | 22 |
|
|
2024
Q3 | $2.42M | Buy |
11,482
+57
| +0.5% | +$12K | 0.63% | 27 |
|
|
2024
Q2 | $2.31M | Buy |
11,425
+231
| +2% | +$46.7K | 0.64% | 23 |
|
|
2024
Q1 | $2.24M | Sell |
11,194
-322
| -3% | -$64.5K | 0.65% | 28 |
|
|
2023
Q4 | $1.96M | Sell |
11,516
-628
| -5% | -$107K | 0.66% | 26 |
|
|
2023
Q3 | $1.76M | Buy |
12,144
+2,057
| +20% | +$298K | 0.72% | 28 |
|
|
2023
Q2 | $1.31M | Hold |
10,087
| – | – | 0.53% | 35 |
|
|
2023
Q1 | $1.31M | Buy |
10,087
+190
| +2% | +$24.8K | 0.53% | 35 |
|
|
2022
Q4 | $1.33M | Buy |
9,897
+2
| +0% | +$268 | 0.6% | 30 |
|
|
2022
Q3 | $1.03M | Buy |
9,895
+333
| +3% | +$34.8K | 0.48% | 32 |
|
|
2022
Q2 | $1.08M | Buy |
9,562
+171
| +2% | +$19.3K | 0.53% | 28 |
|
|
2022
Q1 | $1.28M | Sell |
9,391
-1,948
| -17% | -$266K | 0.55% | 26 |
|
|
2021
Q4 | $1.8M | Buy |
11,339
+224
| +2% | +$35.5K | 0.8% | 24 |
|
|
2021
Q3 | $1.82M | Buy |
11,115
+205
| +2% | +$33.5K | 0.82% | 21 |
|
|
2021
Q2 | $1.7M | Sell |
10,910
-400
| -4% | -$62.2K | 0.78% | 23 |
|
|
2021
Q1 | $1.72M | Buy |
11,310
+35
| +0.3% | +$5.33K | 1.06% | 22 |
|
|
2020
Q4 | $1.43M | Buy |
11,275
+1,102
| +11% | +$140K | 0.95% | 22 |
|
|
2020
Q3 | $979K | Sell |
10,173
-17
| -0.2% | -$1.64K | 0.76% | 23 |
|
|
2020
Q2 | $958K | Buy |
10,190
+18
| +0.2% | +$1.69K | 0.8% | 23 |
|
|
2020
Q1 | $916K | Buy |
+10,172
| New | +$916K | 0.84% | 23 |
|