AAM
Auxier Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
1,115
| – | – | 0.05% | 140 |
|
|
2025
Q1 | $274K | Hold |
1,115
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $267K | Hold |
1,115
| – | – | 0.04% | 149 |
|
|
2024
Q3 | $235K | Sell |
1,115
-22
| -2% | -$4.64K | 0.03% | 162 |
|
|
2024
Q2 | $230K | Sell |
1,137
-26
| -2% | -$5.26K | 0.04% | 163 |
|
|
2024
Q1 | $233K | Buy |
+1,163
| New | +$233K | 0.04% | 166 |
|