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Axecap Investments’s JPMorgan Chase JPM Stock Holding History

Axecap Investments’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Buy
14,165
+1,638
+13% +$497K 2.87% 11
2025
Q4 		$4.04M Buy
12,527
+753
+6% +$233K 2.49% 9
2025
Q3 		$3.71M Sell
11,774
-386
-3% -$115K 2.29% 15
2025
Q2 		$3.53M Buy
12,160
+2,353
+24% +$600K 2.3% 16
2025
Q1 		$2.41M Sell
9,807
-1,844
-16% -$470K 2.04% 21
2024
Q4 		$2.79M Buy
11,651
+972
+9% +$226K 2.1% 21
2024
Q3 		$2.25M Buy
+10,679
New +$2.25M 1.71% 26

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Axecap Investments's JPM Position: Q1 2026 in Review

Axecap Investments increased its JPMorgan Chase (JPM) stake by 13% in Q1 2026, buying an estimated $497K and bringing the position to 14,165 shares worth $4.17M. The position accounts for 2.87% of the portfolio, ranked #11.

Axecap Investments first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Axecap Investments held 14,165 shares of JPMorgan Chase worth $4.17M as of Q1 2026.
  • Axecap Investments bought 1,638 JPMorgan Chase shares in Q1 2026, an estimated $497K.
  • JPMorgan Chase made up 2.87% of Axecap Investments's portfolio in Q1 2026, its #11 holding.
  • Axecap Investments first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Axecap Investments's 13F filing for Q1 2026, filed 20 Apr 2026.