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AXS Investments’s JPMorgan Chase JPM Stock Holding History

AXS Investments’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 		$605K Sell
1,847
-471
-20% -$146K 0.17% 81
2026
Q1 		$682K Sell
2,318
-157
-6% -$47.6K 0.28% 74
2025
Q4 		$797K Sell
2,475
-226
-8% -$70K 0.27% 78
2025
Q3 		$852K Buy
2,701
+193
+8% +$57.4K 0.27% 81
2025
Q2 		$727K Sell
2,508
-532
-18% -$136K 0.3% 103
2025
Q1 		$746K Sell
3,040
-133
-4% -$33.9K 0.21% 164
2024
Q4 		$761K Sell
3,173
-283
-8% -$65.9K 0.21% 175
2024
Q3 		$729K Sell
3,456
-654
-16% -$138K 0.19% 184
2024
Q2 		$831K Sell
4,110
-927
-18% -$181K 0.23% 176
2024
Q1 		$1.01M Buy
5,037
+327
+7% +$59K 0.24% 161
2023
Q4 		$801K Sell
4,710
-460
-9% -$69.7K 0.19% 175
2023
Q3 		$750K Sell
5,170
-3,086
-37% -$463K 0.19% 174
2023
Q2 		$1.2M Buy
8,256
+696
+9% +$95.7K 0.32% 122
2023
Q1 		$985K Sell
7,560
-922
-11% -$126K 0.33% 123
2022
Q4 		$1.14M Sell
8,482
-2,103
-20% -$266K 0.41% 80
2022
Q3 		$1.11M Sell
10,585
-1,883
-15% -$216K 0.43% 58
2022
Q2 		$1.4M Buy
12,468
+3,301
+36% +$409K 0.5% 43
2022
Q1 		$1.25M Buy
9,167
+1,960
+27% +$289K 0.5% 55
2021
Q4 		$1.14M Buy
7,207
+5,813
+417% +$955K 0.27% 74
2021
Q3 		$228K Sell
1,394
-5,305
-79% -$832K 0.09% 90
2021
Q2 		$1.04M Buy
6,699
+371
+6% +$58.3K 0.32% 75
2021
Q1 		$963K Buy
+6,328
New +$910K 0.34% 73

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 $3.38T AUM 44.17% 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

AXS Investments's JPM Position: Q2 2026 in Review

AXS Investments reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $146K and leaving 1,847 shares worth $605K. The position accounts for 0.17% of the portfolio, ranked #81.

AXS Investments first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.4M in Q2 2022. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AXS Investments held 1,847 shares of JPMorgan Chase worth $605K as of Q2 2026.
  • AXS Investments sold 471 JPMorgan Chase shares in Q2 2026, an estimated $146K.
  • JPMorgan Chase made up 0.17% of AXS Investments's portfolio in Q2 2026, its #81 holding.
  • AXS Investments first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's JPMorgan Chase position peaked at $1.4M in Q2 2022.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.