Auxier Asset Management’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
Q2
$323K Hold
2025
Q1
$274K Hold
2024
Q4
$267K Hold
2024
Q3
$235K Sell
2024
Q2
$230K Sell
2024
Q1
$233K Buy