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Axiom Investment Management’s JPMorgan Chase JPM Stock Holding History

Axiom Investment Management’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 		$1.64M Buy
+5,580
New +$1.69M 1.25% 20
2022
Q4 		– Sell
-105
Closed -$11K – 249
2022
Q3 		$11K Buy
+105
New +$12.1K 0.02% 250
2022
Q1 		– Sell
-7,040
Closed -$1.11M – 126
2021
Q4 		$1.11M Buy
7,040
+1,570
+29% +$258K 1.08% 20
2021
Q3 		$893K Sell
5,470
-1,807
-25% -$283K 0.9% 25
2021
Q2 		$1.13M Buy
7,277
+3,378
+87% +$531K 0.88% 31
2021
Q1 		$592K Buy
3,899
+470
+14% +$67.6K 0.48% 58
2020
Q4 		$502 Buy
3,429
+1,213
+55% +$136K 0.46% 53
2020
Q3 		$212K Sell
2,216
-5,333
-71% -$524K 0.24% 100
2020
Q2 		$712K Sell
7,549
-1,400
-16% -$133K 0.94% 27
2020
Q1 		$807K Sell
8,949
-1,584
-15% -$192K 1.43% 17
2019
Q4 		$1.47M Sell
10,533
-9,307
-47% -$1.19M 2.11% 11
2019
Q3 		$2.34M Sell
19,840
-81,865
-80% -$9.26M 1.79% 9
2019
Q2 		$11.4M Sell
101,705
-1,720
-2% -$190K 2.05% 4
2019
Q1 		$10.5M Buy
103,425
+4,135
+4% +$426K 1.99% 4
2018
Q4 		$9.69M Buy
+99,290
New +$10.6M 2.04% 6

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 Investment Management's JPM Position: Q1 2026 in Review

Axiom Investment Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 5,580 shares worth $1.64M. The stake represents 1.25% of the portfolio and ranks #20 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in JPM as recently as Q3 2022.

Axiom Investment Management first reported a position in JPM in Q4 2018 and has held it in 15 quarters since. The position peaked at $11.4M in Q2 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Axiom Investment Management held 5,580 shares of JPMorgan Chase worth $1.64M as of Q1 2026.
  • JPMorgan Chase was a new Axiom Investment Management position in Q1 2026.
  • JPMorgan Chase made up 1.25% of Axiom Investment Management's portfolio in Q1 2026, its #20 holding.
  • Axiom Investment Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 15 quarters since.
  • Axiom Investment Management's JPMorgan Chase position peaked at $11.4M in Q2 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.