JPMorgan Chase & Co’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
2,674,234
+2,327,268
| +671% | +$22.8M | ﹤0.01% | 1564 |
|
|
2025
Q1 | $2.94M | Sell |
346,966
-1,809,826
| -84% | -$15.3M | ﹤0.01% | 3018 |
|
|
2024
Q4 | $22.3M | Sell |
2,156,792
-1,280,242
| -37% | -$13.2M | ﹤0.01% | 1668 |
|
|
2024
Q3 | $27.9M | Sell |
3,437,034
-1,160,810
| -25% | -$9.41M | ﹤0.01% | 1508 |
|
|
2024
Q2 | $55.4M | Buy |
4,597,844
+50,779
| +1% | +$612K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $59.8M | Buy |
4,547,065
+166,245
| +4% | +$2.19M | 0.01% | 1088 |
|
|
2023
Q4 | $54.3M | Buy |
4,380,820
+4,093,790
| +1,426% | +$50.7M | 0.01% | 1064 |
|
|
2023
Q3 | $2.72M | Buy |
287,030
+22,344
| +8% | +$212K | ﹤0.01% | 2814 |
|
|
2023
Q2 | $2.75M | Buy |
264,686
+48,190
| +22% | +$500K | ﹤0.01% | 2853 |
|
|
2023
Q1 | $1.69M | Sell |
216,496
-133,707
| -38% | -$1.04M | ﹤0.01% | 3134 |
|
|
2022
Q4 | $3.48M | Buy |
350,203
+169,774
| +94% | +$1.69M | ﹤0.01% | 2615 |
|
|
2022
Q3 | $1.52M | Sell |
180,429
-195,815
| -52% | -$1.65M | ﹤0.01% | 3097 |
|
|
2022
Q2 | $2.31M | Buy |
376,244
+352,056
| +1,455% | +$2.16M | ﹤0.01% | 2908 |
|
|
2022
Q1 | $195K | Buy |
24,188
+2,979
| +14% | +$24K | ﹤0.01% | 4461 |
|
|
2021
Q4 | $319K | Buy |
+21,209
| New | +$319K | ﹤0.01% | 4299 |
|