Axiom Investors’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 | $483M | Sell |
1,665,236
-53,879
| -3% | -$15.6M | 3.96% | 7 |
|
2025
Q1 | $422M | Buy |
1,719,115
+788,831
| +85% | +$194M | 4.05% | 6 |
|
2024
Q4 | $223M | Buy |
+930,284
| New | +$223M | 1.64% | 17 |
|
2017
Q3 | – | Sell |
-36,700
| Closed | -$3.35M | – | 144 |
|
2017
Q2 | $3.35M | Buy |
36,700
+10,000
| +37% | +$914K | 0.08% | 109 |
|
2017
Q1 | $2.35M | Sell |
26,700
-300
| -1% | -$26.3K | 0.06% | 111 |
|
2016
Q4 | $2.33M | Buy |
27,000
+7,610
| +39% | +$657K | 0.07% | 119 |
|
2016
Q3 | $1.29M | Sell |
19,390
-8,010
| -29% | -$533K | 0.04% | 106 |
|
2016
Q2 | $1.7M | Sell |
27,400
-9,700
| -26% | -$603K | 0.05% | 117 |
|
2016
Q1 | $2.2M | Buy |
37,100
+17,400
| +88% | +$1.03M | 0.07% | 105 |
|
2015
Q4 | $1.3M | Buy |
19,700
+2,400
| +14% | +$158K | 0.04% | 115 |
|
2015
Q3 | $1.06M | Buy |
+17,300
| New | +$1.06M | 0.03% | 96 |
|