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Axim Planning & Wealth’s JPMorgan Chase JPM Stock Holding History

Axim Planning & Wealth’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 		$454K Sell
1,544
-78
-5% -$23.7K 0.55% 34
2025
Q4 		$523K Sell
1,622
-95
-6% -$29.4K 0.55% 33
2025
Q3 		$542K Sell
1,717
-92
-5% -$27.4K 0.43% 33
2025
Q2 		$524K Sell
1,809
-63
-3% -$16.1K 0.48% 16
2025
Q1 		$459K Sell
1,872
-76
-4% -$19.4K 0.41% 11
2024
Q4 		$467K Buy
1,948
+5
+0.3% +$1.17K 0.5% 10
2024
Q3 		$410K Buy
1,943
+37
+2% +$7.79K 0.46% 10
2024
Q2 		$386K Buy
1,906
+73
+4% +$14.3K 0.46% 8
2024
Q1 		$367K Sell
1,833
-1,824
-50% -$329K 0.3% 12
2023
Q4 		$622K Sell
3,657
-1,152
-24% -$175K 0.57% 8
2023
Q3 		$697K Buy
4,809
+89
+2% +$13.3K 0.62% 6
2023
Q2 		$686K Buy
4,720
+73
+2% +$10K 0.62% 8
2023
Q1 		$606K Buy
4,647
+144
+3% +$19.7K 0.6% 10
2022
Q4 		$604K Buy
4,503
+1,971
+78% +$250K 0.62% 14
2022
Q3 		$265K Buy
2,532
+244
+11% +$28K 0.26% 15
2022
Q2 		$258K Buy
+2,288
New +$283K 0.2% 12

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

Axim Planning & Wealth's JPM Position: Q1 2026 in Review

Axim Planning & Wealth reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $23.7K and leaving 1,544 shares worth $454K. The position accounts for 0.55% of the portfolio, ranked #34.

Axim Planning & Wealth first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $697K in Q3 2023. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Axim Planning & Wealth held 1,544 shares of JPMorgan Chase worth $454K as of Q1 2026.
  • Axim Planning & Wealth sold 78 JPMorgan Chase shares in Q1 2026, an estimated $23.7K.
  • JPMorgan Chase made up 0.55% of Axim Planning & Wealth's portfolio in Q1 2026, its #34 holding.
  • Axim Planning & Wealth first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
  • Axim Planning & Wealth's JPMorgan Chase position peaked at $697K in Q3 2023.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.