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Axiom Investors’s JPMorgan Chase JPM Stock Holding History

Axiom Investors’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 		$514M Sell
1,571,309
-1,284,708
-45% -$399M 4.45% 8
2026
Q1 		$840M Buy
2,856,017
+231,900
+9% +$70.4M 9.35% 3
2025
Q4 		$846M Buy
2,624,117
+892,794
+52% +$276M 7.42% 4
2025
Q3 		$546M Buy
1,731,323
+66,087
+4% +$19.7M 4.02% 8
2025
Q2 		$483M Sell
1,665,236
-53,879
-3% -$13.7M 3.96% 7
2025
Q1 		$422M Buy
1,719,115
+788,831
+85% +$201M 4.05% 6
2024
Q4 		$223M Buy
+930,284
New +$217M 1.64% 17
2017
Q3 		– Sell
-36,700
Closed -$3.35M – 144
2017
Q2 		$3.35M Buy
36,700
+10,000
+37% +$863K 0.08% 109
2017
Q1 		$2.35M Sell
26,700
-300
-1% -$26.5K 0.06% 111
2016
Q4 		$2.33M Buy
27,000
+7,610
+39% +$580K 0.07% 119
2016
Q3 		$1.29M Sell
19,390
-8,010
-29% -$522K 0.04% 106
2016
Q2 		$1.7M Sell
27,400
-9,700
-26% -$606K 0.05% 117
2016
Q1 		$2.2M Buy
37,100
+17,400
+88% +$1.02M 0.07% 105
2015
Q4 		$1.3M Buy
19,700
+2,400
+14% +$156K 0.04% 115
2015
Q3 		$1.05M Buy
+17,300
New +$1.13M 0.03% 96

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 Investors's JPM Position: Q2 2026 in Review

Axiom Investors reduced its JPMorgan Chase (JPM) stake by 45% in Q2 2026, selling an estimated $399M and leaving 1,571,309 shares worth $514M. The position accounts for 4.45% of the portfolio, ranked #8.

Axiom Investors first reported a position in JPM in Q3 2015 and has held it in 15 quarters since. The position peaked at $846M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Axiom Investors held 1,571,309 shares of JPMorgan Chase worth $514M as of Q2 2026.
  • Axiom Investors sold 1,284,708 JPMorgan Chase shares in Q2 2026, an estimated $399M.
  • JPMorgan Chase made up 4.45% of Axiom Investors's portfolio in Q2 2026, its #8 holding.
  • Axiom Investors first reported a position in JPMorgan Chase in Q3 2015 and has held it in 15 quarters since.
  • Axiom Investors's JPMorgan Chase position peaked at $846M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.