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 Q2	$1.39M	Sell	4,248 -1,332	-24%	-$414K	0.93%	30
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	$502K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Axiom Investment Management's JPM Position: Q2 2026 in Review

Axiom Investment Management reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $414K and leaving 4,248 shares worth $1.39M. The position accounts for 0.93% of the portfolio, ranked #30.

Axiom Investment Management first reported a position in JPM in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2019. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Axiom Investment Management held 4,248 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
Axiom Investment Management sold 1,332 JPMorgan Chase shares in Q2 2026, an estimated $414K.
JPMorgan Chase made up 0.93% of Axiom Investment Management's portfolio in Q2 2026, its #30 holding.
Axiom Investment Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 16 quarters since.
Axiom Investment Management's JPMorgan Chase position peaked at $11.4M in Q2 2019.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.