J.P. Morgan Private Wealth Advisors LLC - AXOS FINANCIAL INC ownership

AXOS FINANCIAL INC's ticker is AX and the CUSIP is 05465C100. A total of 263 filers reported holding AXOS FINANCIAL INC in Q2 2023. The put-call ratio across all filers is 4.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of AXOS FINANCIAL INC
ValueSharesWeighting
Q3 2023$306,250
-21.0%
8,089
-17.7%
0.00%
-50.0%
Q2 2023$387,498
-24.5%
9,825
-29.3%
0.00%
+100.0%
Q1 2023$512,930
-1.2%
13,893
+2.3%
0.00%0.0%
Q4 2022$519,295
+4.7%
13,587
-6.2%
0.00%0.0%
Q3 2022$496,000
-9.5%
14,483
-5.3%
0.00%0.0%
Q2 2022$548,000
-24.6%
15,295
-2.4%
0.00%
-50.0%
Q1 2022$727,000
-31.3%
15,674
-17.2%
0.00%0.0%
Q4 2021$1,058,000
+12.6%
18,921
+3.7%
0.00%0.0%
Q3 2021$940,000
+8.0%
18,241
-2.7%
0.00%0.0%
Q2 2021$870,000
-3.0%
18,751
-1.7%
0.00%
-33.3%
Q1 2021$897,000
+20.1%
19,078
-4.2%
0.00%
+50.0%
Q4 2020$747,000
+23.3%
19,909
-23.5%
0.00%0.0%
Q3 2020$606,000
-5.9%
26,009
-10.8%
0.00%
-33.3%
Q2 2020$644,000
+14.8%
29,167
-5.8%
0.00%0.0%
Q1 2020$561,000
-40.1%
30,953
+0.1%
0.00%
-25.0%
Q4 2019$936,000
+8.6%
30,926
-0.8%
0.00%0.0%
Q3 2019$862,000
+27.1%
31,172
+25.3%
0.00%0.0%
Q2 2019$678,000
-6.9%
24,879
-1.1%
0.00%0.0%
Q1 2019$728,000
+15.2%
25,148
+0.2%
0.00%0.0%
Q4 2018$632,00025,0990.00%
Other shareholders
AXOS FINANCIAL INC shareholders Q2 2023
NameSharesValueWeighting ↓
SHAKER INVESTMENTS LLC/OH 473,126$18,082,87611.22%
CCG WEALTH MANAGEMENT, LLC 370,884$14,175,1867.88%
Orchard Capital Management, LLC 311,750$11,915,0853.99%
Gator Capital Management, LLC 106,080$4,054,3782.98%
Davis Asset Management, L.P. 1,012,237$38,687,6982.16%
Pembroke Management, LTD 480,549$18,366,5831.96%
Redwood Investments, LLC 381,740$14,590,1031.95%
Stieven Capital Advisors, L.P. 218,333$8,344,6871.50%
RICE HALL JAMES & ASSOCIATES, LLC 669,948$25,605,4131.47%
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 467,621$17,872,4751.32%
View complete list of AXOS FINANCIAL INC shareholders