JP Morgan Chase
AZIO

JP Morgan Chase’s Azio AI Holdings AZIO Stock Holding History

JP Morgan Chase’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$8 – 7246
2025
Q1 		$8 Sell
3
-1
-25% -$5 ﹤0.01% 7197
2024
Q4 		$44 Hold
4
– – ﹤0.01% 7157
2024
Q3 		$68 Hold
4
– – ﹤0.01% 7064
2024
Q2 		$78 Hold
4
– – ﹤0.01% 6938
2024
Q1 		$100 Buy
4
+1
+33% +$21 ﹤0.01% 6902
2023
Q4 		$34 Buy
3
+1
+50% +$14 ﹤0.01% 7256
2023
Q3 		$24 Buy
+2
New +$44 ﹤0.01% 7132

Other funds holding AZIO

YAG
Yorkville Advisors Global Mountainside, New Jersey $147M AUM 58.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return