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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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