AIM
Axiom Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-105
| Closed | -$11K | – | 256 |
|
|
2022
Q3 | $11K | Buy |
+105
| New | +$11K | 0.02% | 250 |
|
|
2022
Q1 | – | Sell |
-7,040
| Closed | -$1.12M | – | 126 |
|
|
2021
Q4 | $1.12M | Buy |
7,040
+1,570
| +29% | +$249K | 1.08% | 20 |
|
|
2021
Q3 | $893K | Sell |
5,470
-1,807
| -25% | -$295K | 0.9% | 25 |
|
|
2021
Q2 | $1.13M | Buy |
7,277
+3,378
| +87% | +$525K | 0.88% | 31 |
|
|
2021
Q1 | $592K | Buy |
3,899
+470
| +14% | +$71.4K | 0.48% | 58 |
|
|
2020
Q4 | $502 | Buy |
3,429
+1,213
| +55% | +$178 | 0.46% | 53 |
|
|
2020
Q3 | $212K | Sell |
2,216
-5,333
| -71% | -$510K | 0.24% | 100 |
|
|
2020
Q2 | $712K | Sell |
7,549
-1,400
| -16% | -$132K | 0.94% | 27 |
|
|
2020
Q1 | $807K | Sell |
8,949
-1,584
| -15% | -$143K | 1.43% | 17 |
|
|
2019
Q4 | $1.47M | Sell |
10,533
-9,307
| -47% | -$1.3M | 2.11% | 11 |
|
|
2019
Q3 | $2.34M | Sell |
19,840
-81,865
| -80% | -$9.65M | 1.79% | 9 |
|
|
2019
Q2 | $11.4M | Sell |
101,705
-1,720
| -2% | -$192K | 2.05% | 4 |
|
|
2019
Q1 | $10.5M | Buy |
103,425
+4,135
| +4% | +$419K | 1.99% | 4 |
|
|
2018
Q4 | $9.69M | Buy |
+99,290
| New | +$9.69M | 2.04% | 6 |
|