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 Q2	–	Sell	-1,544	Closed	-$454K	–	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Axim Planning & Wealth's JPM Position: Q2 2026 in Review

Axim Planning & Wealth sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,544 shares — an estimated $454K sold.

Axim Planning & Wealth first reported a position in JPM in Q2 2022 and held it in 16 quarters. The position peaked at $697K in Q3 2023. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Axim Planning & Wealth reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Axim Planning & Wealth sold 1,544 JPMorgan Chase shares in Q2 2026, an estimated $454K.
Axim Planning & Wealth first reported a position in JPMorgan Chase in Q2 2022 and held it in 16 quarters.
Axim Planning & Wealth's JPMorgan Chase position peaked at $697K in Q3 2023.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.