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AXQ Capital’s JPMorgan Chase JPM Stock Holding History

AXQ Capital’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 		$1.24M Buy
+4,216
New +$1.28M 0.16% 201
2023
Q4 		– Sell
-11,400
Closed -$1.65M – 738
2023
Q3 		$1.65M Buy
11,400
+6,900
+153% +$1.03M 0.58% 24
2023
Q2 		$654K Buy
+4,500
New +$619K 0.81% 10
2023
Q1 		– Sell
-4,000
Closed -$536K – 555
2022
Q4 		$536K Buy
+4,000
New +$507K 0.37% 89

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

AXQ Capital's JPM Position: Q1 2026 in Review

AXQ Capital opened a new position in JPMorgan Chase (JPM) in Q1 2026: 4,216 shares worth $1.24M. The stake represents 0.16% of the portfolio and ranks #201 among its holdings. This is a return to the name: AXQ Capital previously reported a position in JPM as recently as Q3 2023.

AXQ Capital first reported a position in JPM in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.65M in Q3 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AXQ Capital held 4,216 shares of JPMorgan Chase worth $1.24M as of Q1 2026.
  • JPMorgan Chase was a new AXQ Capital position in Q1 2026.
  • JPMorgan Chase made up 0.16% of AXQ Capital's portfolio in Q1 2026, its #201 holding.
  • AXQ Capital first reported a position in JPMorgan Chase in Q4 2022 and has held it in 4 quarters since.
  • AXQ Capital's JPMorgan Chase position peaked at $1.65M in Q3 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.