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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
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 $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

Axiom Financial Strategies's JPM Position: Q1 2026 in Review

Axiom Financial Strategies held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,270 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #20.

Axiom Financial Strategies first reported a position in JPM in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.29M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Axiom Financial Strategies held 1,270 shares of JPMorgan Chase worth $374K as of Q1 2026.
  • Axiom Financial Strategies left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.13% of Axiom Financial Strategies's portfolio in Q1 2026, its #20 holding.
  • Axiom Financial Strategies first reported a position in JPMorgan Chase in Q1 2020 and has held it in 24 quarters since.
  • Axiom Financial Strategies's JPMorgan Chase position peaked at $2.29M in Q3 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.