AXS Investments’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 | $727K | Sell |
2,508
-532
| -18% | -$154K | 0.3% | 103 |
|
|
2025
Q1 | $746K | Sell |
3,040
-133
| -4% | -$32.6K | 0.21% | 164 |
|
|
2024
Q4 | $761K | Sell |
3,173
-283
| -8% | -$67.8K | 0.21% | 175 |
|
|
2024
Q3 | $729K | Sell |
3,456
-654
| -16% | -$138K | 0.19% | 184 |
|
|
2024
Q2 | $831K | Sell |
4,110
-927
| -18% | -$187K | 0.23% | 176 |
|
|
2024
Q1 | $1.01M | Buy |
5,037
+327
| +7% | +$65.5K | 0.24% | 161 |
|
|
2023
Q4 | $801K | Sell |
4,710
-460
| -9% | -$78.2K | 0.19% | 175 |
|
|
2023
Q3 | $750K | Sell |
5,170
-3,086
| -37% | -$448K | 0.19% | 174 |
|
|
2023
Q2 | $1.2M | Buy |
8,256
+696
| +9% | +$101K | 0.32% | 122 |
|
|
2023
Q1 | $985K | Sell |
7,560
-922
| -11% | -$120K | 0.33% | 123 |
|
|
2022
Q4 | $1.14M | Sell |
8,482
-2,103
| -20% | -$282K | 0.41% | 80 |
|
|
2022
Q3 | $1.11M | Sell |
10,585
-1,883
| -15% | -$197K | 0.43% | 58 |
|
|
2022
Q2 | $1.4M | Buy |
12,468
+3,301
| +36% | +$372K | 0.5% | 43 |
|
|
2022
Q1 | $1.25M | Buy |
9,167
+1,960
| +27% | +$267K | 0.5% | 55 |
|
|
2021
Q4 | $1.14M | Buy |
7,207
+5,813
| +417% | +$920K | 0.27% | 74 |
|
|
2021
Q3 | $228K | Sell |
1,394
-5,305
| -79% | -$868K | 0.09% | 90 |
|
|
2021
Q2 | $1.04M | Buy |
6,699
+371
| +6% | +$57.7K | 0.32% | 75 |
|
|
2021
Q1 | $963K | Buy |
+6,328
| New | +$963K | 0.34% | 73 |
|