Jeff Auxier's JPM Position Overview
Jeff Auxier (via Auxier Asset Management LLC) currently holds 1,115 shares of JPMorgan Chase & Co. (JPM) worth $351,704, representing 0.05% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jeff Auxier has maintained this position in JPM for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q2 2024, reducing 26 shares.
Analysis based on 13F filings available since 2013 Q2
Jeff Auxier's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Jeff Auxier
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +1,163 | New Buy | 1,163 | $200.30 |
| Q2 2024 | -26 | Reduce 2.24% | 1,137 | $202.26 |
| Q3 2024 | -22 | Reduce 1.93% | 1,115 | $210.86 |
Jeff Auxier's JPMorgan Chase & Co Investment FAQs
Jeff Auxier first purchased JPMorgan Chase & Co. (JPM) in Q1 2024, acquiring 1,163 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier has held JPMorgan Chase & Co. (JPM) for 7 quarters since Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's largest addition to JPMorgan Chase & Co. (JPM) was in Q1 2024, adding 1,163 shares worth $232,949. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 1,115 shares of JPMorgan Chase & Co. (JPM), valued at approximately $351,704. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.05% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeff Auxier's peak holding in JPMorgan Chase & Co. (JPM) was 1,163 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.