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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
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 $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

AXS Investments's JPM Position: Q1 2026 in Review

AXS Investments reduced its JPMorgan Chase (JPM) stake by 6.3% in Q1 2026, selling an estimated $47.6K and leaving 2,318 shares worth $682K. The position accounts for 0.28% of the portfolio, ranked #74.

AXS Investments first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2022. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • AXS Investments held 2,318 shares of JPMorgan Chase worth $682K as of Q1 2026.
  • AXS Investments sold 157 JPMorgan Chase shares in Q1 2026, an estimated $47.6K.
  • JPMorgan Chase made up 0.28% of AXS Investments's portfolio in Q1 2026, its #74 holding.
  • AXS Investments first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's JPMorgan Chase position peaked at $1.4M in Q2 2022.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.