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Axiom Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Axiom Financial Strategies’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 		$422K Buy
1,288
+18
+1% +$5.59K 0.13% 21
2026
Q1 		$374K Hold
1,270
– – 0.13% 20
2025
Q4 		$409K Sell
1,270
-85
-6% -$26.3K 0.17% 36
2025
Q3 		$427K Sell
1,355
-184
-12% -$54.7K 0.18% 34
2025
Q2 		$446K Sell
1,539
-708
-32% -$181K 0.25% 27
2025
Q1 		$551K Buy
2,247
+45
+2% +$11.5K 0.33% 25
2024
Q4 		$528K Sell
2,202
-143
-6% -$33.3K 0.29% 26
2024
Q3 		$494K Buy
+2,345
New +$494K 0.26% 27
2024
Q2 		– Sell
-2,024
Closed -$405K – 32
2024
Q1 		$405K Sell
2,024
-76
-4% -$13.7K 0.26% 26
2023
Q4 		$357K Buy
2,100
+75
+4% +$11.4K 0.23% 26
2023
Q3 		$294K Sell
2,025
-3
-0.1% -$450 0.2% 28
2023
Q2 		$295K Sell
2,028
-118
-5% -$16.2K 0.17% 31
2023
Q1 		$280K Sell
2,146
-14
-0.6% -$1.92K 0.16% 30
2022
Q4 		$290K Sell
2,160
-11,807
-85% -$1.5M 0.18% 30
2022
Q3 		$1.46M Sell
13,967
-21
-0.2% -$2.41K 0.78% 23
2022
Q2 		$1.57M Buy
13,988
+12
+0.1% +$1.49K 0.83% 24
2022
Q1 		$1.66M Sell
13,976
-93
-0.7% -$13.7K 0.83% 24
2021
Q4 		$2.23M Buy
14,069
+111
+0.8% +$18.2K 1.01% 21
2021
Q3 		$2.29M Sell
13,958
-309
-2% -$48.4K 1.08% 24
2021
Q2 		$2.22M Buy
14,267
+5,877
+70% +$923K 1.02% 20
2021
Q1 		$1.28M Buy
8,390
+54
+0.6% +$7.77K 0.63% 24
2020
Q4 		$803K Hold
8,336
– – 0.48% 32
2020
Q3 		$803K Buy
8,336
+194
+2% +$19.1K 0.48% 32
2020
Q2 		$766K Buy
8,142
+485
+6% +$46K 0.5% 30
2020
Q1 		$689K Buy
+7,657
New +$930K 0.56% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Axiom Financial Strategies's JPM Position: Q2 2026 in Review

Axiom Financial Strategies increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $5.59K and bringing the position to 1,288 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #21.

Axiom Financial Strategies first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.29M in Q3 2021. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Axiom Financial Strategies held 1,288 shares of JPMorgan Chase worth $422K as of Q2 2026.
  • Axiom Financial Strategies bought 18 JPMorgan Chase shares in Q2 2026, an estimated $5.59K.
  • JPMorgan Chase made up 0.13% of Axiom Financial Strategies's portfolio in Q2 2026, its #21 holding.
  • Axiom Financial Strategies first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • Axiom Financial Strategies's JPMorgan Chase position peaked at $2.29M in Q3 2021.
  • 5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axiom Financial Strategies's 13F filing for Q2 2026, filed 6 Aug 2026.