JP Morgan Chase’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.8M | Sell |
262,853
-57,632
| -18% | -$5.25M | ﹤0.01% | 1998 |
|
|
2025
Q4 | $27.6M | Sell |
320,485
-10,401
| -3% | -$857K | ﹤0.01% | 1798 |
|
|
2025
Q3 | $28M | Buy |
330,886
+50,902
| +18% | +$4.44M | ﹤0.01% | 1826 |
|
|
2025
Q2 | $21.3M | Sell |
279,984
-76,177
| -21% | -$5.15M | ﹤0.01% | 1913 |
|
|
2025
Q1 | $23M | Sell |
356,161
-54,429
| -13% | -$3.69M | ﹤0.01% | 1809 |
|
|
2024
Q4 | $28.7M | Buy |
410,590
+128,932
| +46% | +$9.41M | ﹤0.01% | 1704 |
|
|
2024
Q3 | $17.7M | Buy |
281,658
+32,095
| +13% | +$2.11M | ﹤0.01% | 2104 |
|
|
2024
Q2 | $14.3M | Sell |
249,563
-36,576
| -13% | -$1.99M | ﹤0.01% | 2144 |
|
|
2024
Q1 | $15.5M | Buy |
286,139
+174,620
| +157% | +$9.19M | ﹤0.01% | 2098 |
|
|
2023
Q4 | $6.09M | Sell |
111,519
-238,387
| -68% | -$9.95M | ﹤0.01% | 2913 |
|
|
2023
Q3 | $13.2M | Sell |
349,906
-174,361
| -33% | -$7.37M | ﹤0.01% | 2018 |
|
|
2023
Q2 | $20.7M | Buy |
524,267
+78,124
| +18% | +$3.03M | ﹤0.01% | 1679 |
|
|
2023
Q1 | $16.5M | Buy |
446,143
+73,617
| +20% | +$3.18M | ﹤0.01% | 1829 |
|
|
2022
Q4 | $14.2M | Sell |
372,526
-44,832
| -11% | -$1.71M | ﹤0.01% | 1930 |
|
|
2022
Q3 | $14.3M | Buy |
417,358
+48,750
| +13% | +$1.97M | ﹤0.01% | 1857 |
|
|
2022
Q2 | $13.2M | Sell |
368,608
-61,922
| -14% | -$2.38M | ﹤0.01% | 1942 |
|
|
2022
Q1 | $20M | Buy |
430,530
+42,933
| +11% | +$2.27M | ﹤0.01% | 1765 |
|
|
2021
Q4 | $21.7M | Buy |
387,597
+30,272
| +8% | +$1.69M | ﹤0.01% | 1763 |
|
|
2021
Q3 | $18.4M | Sell |
357,325
-18,182
| -5% | -$863K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $17.4M | Sell |
375,507
-123,276
| -25% | -$5.76M | ﹤0.01% | 1964 |
|
|
2021
Q1 | $23.4M | Sell |
498,783
-63,498
| -11% | -$2.86M | ﹤0.01% | 1621 |
|
|
2020
Q4 | $21.1M | Buy |
562,281
+412,654
| +276% | +$13M | ﹤0.01% | 1578 |
|
|
2020
Q3 | $3.5M | Buy |
149,627
+26,419
| +21% | +$604K | ﹤0.01% | 2841 |
|
|
2020
Q2 | $2.72M | Sell |
123,208
-13,967
| -10% | -$284K | ﹤0.01% | 2903 |
|
|
2020
Q1 | $2.49M | Buy |
137,175
+114,783
| +513% | +$2.88M | ﹤0.01% | 2796 |
|
|
2019
Q4 | $678K | Buy |
22,392
+670
| +3% | +$19.6K | ﹤0.01% | 4085 |
|
|
2019
Q3 | $600K | Sell |
21,722
-673,866
| -97% | -$18.1M | ﹤0.01% | 4094 |
|
|
2019
Q2 | $18.7M | Sell |
695,588
-19,781
| -3% | -$582K | ﹤0.01% | 1606 |
|
|
2019
Q1 | $20.7M | Buy |
715,369
+44,617
| +7% | +$1.34M | ﹤0.01% | 1516 |
|
|
2018
Q4 | $16.9M | Sell |
670,752
-221,889
| -25% | -$6.69M | ﹤0.01% | 1606 |
|
|
2018
Q3 | $30.7M | Buy |
892,641
+25,180
| +3% | +$967K | 0.01% | 1326 |
|
|
2018
Q2 | $35.5M | Buy |
867,461
+165,192
| +24% | +$6.87M | 0.01% | 1177 |
|
|
2018
Q1 | $28.5M | Buy |
702,269
+46,008
| +7% | +$1.68M | 0.01% | 1277 |
|
|
2017
Q4 | $19.6M | Buy |
656,261
+66,445
| +11% | +$1.81M | ﹤0.01% | 1586 |
|
|
2017
Q3 | $16.9M | Buy |
589,816
+20,373
| +4% | +$532K | ﹤0.01% | 1633 |
|
|
2017
Q2 | $13.5M | Sell |
569,443
-79,278
| -12% | -$1.88M | ﹤0.01% | 1742 |
|
|
2017
Q1 | $17M | Sell |
648,721
-236,178
| -27% | -$6.82M | ﹤0.01% | 1568 |
|
|
2016
Q4 | $25.3M | Sell |
884,899
-80,326
| -8% | -$1.91M | 0.01% | 1310 |
|
|
2016
Q3 | $21.6M | Buy |
965,225
+10,287
| +1% | +$200K | 0.01% | 1322 |
|
|
2016
Q2 | $16.9M | Buy |
954,938
+30,600
| +3% | +$574K | ﹤0.01% | 1508 |
|
|
2016
Q1 | $19.7M | Sell |
924,338
-12,243
| -1% | -$222K | 0.01% | 1348 |
|
|
2015
Q4 | $19.7M | Sell |
936,581
-192,515
| -17% | -$4.53M | 0.01% | 1335 |
|
|
2015
Q3 | $36.4M | Sell |
1,129,096
-665,796
| -37% | -$19.9M | 0.01% | 935 |
|
|
2015
Q2 | $47.4M | Sell |
1,794,892
-38,596
| -2% | -$918K | 0.01% | 905 |
|
|
2015
Q1 | $42.6M | Sell |
1,833,488
-109,176
| -6% | -$2.4M | 0.01% | 969 |
|
|
2014
Q4 | $37.8M | Sell |
1,942,664
-176,876
| -8% | -$3.32M | 0.01% | 1084 |
|
|
2014
Q3 | $38.5M | Buy |
2,119,540
+95,976
| +5% | +$1.81M | 0.01% | 1043 |
|
|
2014
Q2 | $37.2M | Buy |
2,023,564
+251,312
| +14% | +$4.95M | 0.01% | 1001 |
|
|
2014
Q1 | $38M | Buy |
1,772,252
+1,616,380
| +1,037% | +$34.7M | 0.01% | 959 |
|
|
2013
Q4 | $3.06M | Sell |
155,872
-4,152
| -3% | -$74.7K | ﹤0.01% | 2474 |
|
|
2013
Q3 | $2.59M | Sell |
160,024
-27,044
| -14% | -$403K | ﹤0.01% | 2634 |
|
|
2013
Q2 | $2.14M | Buy |
+187,068
| New | +$1.94M | ﹤0.01% | 2754 |
|
Other funds holding AX
VPM
VCM
DAM
