JGP Wealth Management’s American Express AXP Stock Holding History

JGP Wealth Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Sell	934 -1	-0.1%	-$320	0.03%	187
2026 Q1	$283K	Buy	935 +17	+2%	+$5.7K	0.03%	186
2025 Q4	$340K	Buy	918 +23	+3%	+$8.23K	0.04%	176
2025 Q3	$296K	Sell	895 -1	-0.1%	-$318	0.03%	170
2025 Q2	$286K	Buy	896 +10	+1%	+$2.81K	0.03%	172
2025 Q1	$238K	Buy	886 +25	+3%	+$7.39K	0.03%	175
2024 Q4	$256K	Sell	861 -3	-0.3%	-$862	0.03%	165
2024 Q3	$234K	Buy	+864	New	+$215K	0.03%	167

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JGP Wealth Management's AXP Position: Q2 2026 in Review

JGP Wealth Management reduced its American Express (AXP) stake by 0.11% in Q2 2026, selling an estimated $320 and leaving 934 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #187.

JGP Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

JGP Wealth Management held 934 shares of American Express worth $316K as of Q2 2026.
JGP Wealth Management sold 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #187 holding.
JGP Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
JGP Wealth Management's American Express position peaked at $340K in Q4 2025.
1,033 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.