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Axis Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Axis Wealth Partners’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 		$481K Sell
1,468
-1,072
-42% -$333K 0.23% 108
2026
Q1 		$747K Buy
2,540
+364
+17% +$110K 0.4% 70
2025
Q4 		$701K Sell
2,176
-33
-1% -$10.2K 0.39% 69
2025
Q3 		$697K Buy
2,209
+87
+4% +$25.9K 0.41% 69
2025
Q2 		$615K Sell
2,122
-109
-5% -$27.8K 0.4% 68
2025
Q1 		$547K Buy
2,231
+3
+0.1% +$765 0.4% 71
2024
Q4 		$534K Buy
+2,228
New +$519K 0.45% 64

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

Axis Wealth Partners's JPM Position: Q2 2026 in Review

Axis Wealth Partners reduced its JPMorgan Chase (JPM) stake by 42% in Q2 2026, selling an estimated $333K and leaving 1,468 shares worth $481K. The position accounts for 0.23% of the portfolio, ranked #108.

Axis Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q1 2026. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Axis Wealth Partners held 1,468 shares of JPMorgan Chase worth $481K as of Q2 2026.
  • Axis Wealth Partners sold 1,072 JPMorgan Chase shares in Q2 2026, an estimated $333K.
  • JPMorgan Chase made up 0.23% of Axis Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Axis Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's JPMorgan Chase position peaked at $747K in Q1 2026.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.