Auxano Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.64M | Buy |
|
|||||
|
2025
Q2 | $3.34M | Sell |
|
|||||
|
2025
Q1 | $2.82M | Sell |
|
|||||
|
2024
Q4 | $2.79M | Buy |
|
|||||
|
2024
Q3 | $2.42M | Buy |
|
|||||
|
2024
Q2 | $2.31M | Buy |
|
|||||
|
2024
Q1 | $2.24M | Sell |
|
|||||
|
2023
Q4 | $1.96M | Sell |
|
|||||
|
2023
Q3 | $1.76M | Buy |
|
|||||
|
2023
Q2 | $1.31M | Hold |
|
|||||
|
2023
Q1 | $1.31M | Buy |
|
|||||
|
2022
Q4 | $1.33M | Buy |
|
|||||
|
2022
Q3 | $1.03M | Buy |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | $1.28M | Sell |
|
|||||
|
2021
Q4 | $1.8M | Buy |
|
|||||
|
2021
Q3 | $1.82M | Buy |
|
|||||
|
2021
Q2 | $1.7M | Sell |
|
|||||
|
2021
Q1 | $1.72M | Buy |
|
|||||
|
2020
Q4 | $1.43M | Buy |
|
|||||
|
2020
Q3 | $979K | Sell |
|
|||||
|
2020
Q2 | $958K | Buy |
|
|||||
|
2020
Q1 | $916K | Buy |
|