JPMorgan Chase & Co’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.3M | Sell |
279,984
-76,177
| -21% | -$5.79M | ﹤0.01% | 1701 |
|
2025
Q1 | $23M | Sell |
356,161
-54,429
| -13% | -$3.51M | ﹤0.01% | 1604 |
|
2024
Q4 | $28.7M | Buy |
410,590
+128,932
| +46% | +$9.01M | ﹤0.01% | 1480 |
|
2024
Q3 | $17.7M | Buy |
281,658
+32,095
| +13% | +$2.02M | ﹤0.01% | 1786 |
|
2024
Q2 | $14.3M | Sell |
249,563
-36,576
| -13% | -$2.09M | ﹤0.01% | 1869 |
|
2024
Q1 | $15.5M | Buy |
286,139
+174,620
| +157% | +$9.44M | ﹤0.01% | 1851 |
|
2023
Q4 | $6.09M | Sell |
111,519
-238,387
| -68% | -$13M | ﹤0.01% | 2436 |
|
2023
Q3 | $13.2M | Sell |
349,906
-174,361
| -33% | -$6.6M | ﹤0.01% | 1790 |
|
2023
Q2 | $20.7M | Buy |
524,267
+78,124
| +18% | +$3.08M | ﹤0.01% | 1530 |
|
2023
Q1 | $16.5M | Buy |
446,143
+73,617
| +20% | +$2.72M | ﹤0.01% | 1618 |
|
2022
Q4 | $14.2M | Sell |
372,526
-44,832
| -11% | -$1.71M | ﹤0.01% | 1652 |
|
2022
Q3 | $14.3M | Buy |
417,358
+48,750
| +13% | +$1.67M | ﹤0.01% | 1625 |
|
2022
Q2 | $13.2M | Sell |
368,608
-61,922
| -14% | -$2.22M | ﹤0.01% | 1704 |
|
2022
Q1 | $20M | Buy |
430,530
+42,933
| +11% | +$1.99M | ﹤0.01% | 1540 |
|
2021
Q4 | $21.7M | Buy |
387,597
+30,272
| +8% | +$1.69M | ﹤0.01% | 1537 |
|
2021
Q3 | $18.4M | Sell |
357,325
-18,182
| -5% | -$937K | ﹤0.01% | 1617 |
|
2021
Q2 | $17.4M | Sell |
375,507
-123,276
| -25% | -$5.72M | ﹤0.01% | 1733 |
|
2021
Q1 | $23.4M | Sell |
498,783
-63,498
| -11% | -$2.99M | ﹤0.01% | 1471 |
|
2020
Q4 | $21.1M | Buy |
562,281
+412,654
| +276% | +$15.5M | ﹤0.01% | 1406 |
|
2020
Q3 | $3.51M | Buy |
149,627
+26,419
| +21% | +$619K | ﹤0.01% | 2434 |
|
2020
Q2 | $2.72M | Sell |
123,208
-13,967
| -10% | -$308K | ﹤0.01% | 2527 |
|
2020
Q1 | $2.49M | Buy |
137,175
+114,783
| +513% | +$2.08M | ﹤0.01% | 2454 |
|
2019
Q4 | $678K | Buy |
22,392
+670
| +3% | +$20.3K | ﹤0.01% | 3279 |
|
2019
Q3 | $600K | Sell |
21,722
-673,866
| -97% | -$18.6M | ﹤0.01% | 3277 |
|
2019
Q2 | $18.7M | Sell |
695,588
-19,781
| -3% | -$533K | ﹤0.01% | 1381 |
|
2019
Q1 | $20.7M | Buy |
715,369
+44,617
| +7% | +$1.29M | ﹤0.01% | 1323 |
|
2018
Q4 | $16.9M | Sell |
670,752
-221,889
| -25% | -$5.59M | ﹤0.01% | 1360 |
|
2018
Q3 | $30.7M | Buy |
892,641
+25,180
| +3% | +$866K | 0.01% | 1167 |
|
2018
Q2 | $35.5M | Buy |
867,461
+165,192
| +24% | +$6.76M | 0.01% | 1059 |
|
2018
Q1 | $28.5M | Buy |
702,269
+46,008
| +7% | +$1.86M | 0.01% | 1162 |
|
2017
Q4 | $19.6M | Buy |
656,261
+66,445
| +11% | +$1.99M | ﹤0.01% | 1392 |
|
2017
Q3 | $16.9M | Buy |
589,816
+20,373
| +4% | +$583K | ﹤0.01% | 1446 |
|
2017
Q2 | $13.5M | Sell |
569,443
-79,278
| -12% | -$1.88M | ﹤0.01% | 1537 |
|
2017
Q1 | $17M | Sell |
648,721
-236,178
| -27% | -$6.17M | ﹤0.01% | 1381 |
|
2016
Q4 | $25.3M | Sell |
884,899
-80,326
| -8% | -$2.29M | 0.01% | 1164 |
|
2016
Q3 | $21.6M | Buy |
965,225
+10,287
| +1% | +$230K | 0.01% | 1188 |
|
2016
Q2 | $16.9M | Buy |
954,938
+30,600
| +3% | +$542K | ﹤0.01% | 1346 |
|
2016
Q1 | $19.7M | Sell |
924,338
-12,243
| -1% | -$261K | 0.01% | 1219 |
|
2015
Q4 | $19.7M | Sell |
936,581
-192,515
| -17% | -$4.05M | ﹤0.01% | 1189 |
|
2015
Q3 | $36.4M | Sell |
1,129,096
-665,796
| -37% | -$21.4M | 0.01% | 863 |
|
2015
Q2 | $47.4M | Sell |
1,794,892
-38,596
| -2% | -$1.02M | 0.01% | 838 |
|
2015
Q1 | $42.6M | Sell |
1,833,488
-109,176
| -6% | -$2.54M | 0.01% | 901 |
|
2014
Q4 | $37.8M | Sell |
1,942,664
-176,876
| -8% | -$3.44M | 0.01% | 967 |
|
2014
Q3 | $38.5M | Buy |
2,119,540
+95,976
| +5% | +$1.74M | 0.01% | 943 |
|
2014
Q2 | $37.2M | Buy |
2,023,564
+251,312
| +14% | +$4.62M | 0.01% | 985 |
|
2014
Q1 | $38M | Buy |
1,772,252
+1,616,380
| +1,037% | +$34.7M | 0.01% | 938 |
|
2013
Q4 | $3.06M | Sell |
155,872
-4,152
| -3% | -$81.4K | ﹤0.01% | 2289 |
|
2013
Q3 | $2.59M | Sell |
160,024
-27,044
| -14% | -$438K | ﹤0.01% | 2428 |
|
2013
Q2 | $2.14M | Buy |
+187,068
| New | +$2.14M | ﹤0.01% | 2496 |
|