JNBA Financial Advisors’s American Express AXP Stock Holding History

JNBA Financial Advisors’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 Q1	$69.9K	Hold	231	–	–	0.01%	264
2025 Q4	$85.5K	Buy	231 +17	+8%	+$6.08K	0.01%	254
2025 Q3	$71.1K	Hold	214	–	–	0.01%	267
2025 Q2	$68.3K	Hold	214	–	–	0.01%	266
2025 Q1	$57.6K	Hold	214	–	–	0.01%	267
2024 Q4	$63.5K	Hold	214	–	–	0.01%	263
2024 Q3	$58K	Sell	214 -795	-79%	-$198K	0.01%	271
2024 Q2	$234K	Sell	1,009 -355	-26%	-$82.2K	0.02%	179
2024 Q1	$311K	Sell	1,364 -63	-4%	-$13.1K	0.03%	165
2023 Q4	$267K	Sell	1,427 -38	-3%	-$6.12K	0.03%	177
2023 Q3	$219K	Buy	1,465 +10	+0.7%	+$1.64K	0.03%	184
2023 Q2	$253K	Sell	1,455 -10	-0.7%	-$1.61K	0.03%	178
2023 Q1	$242K	Sell	1,465 -170	-10%	-$28.2K	0.03%	181
2022 Q4	$242K	Sell	1,635 -700	-30%	-$104K	0.03%	176
2022 Q3	$315K	Sell	2,335 -100	-4%	-$15.1K	0.05%	150
2022 Q2	$338K	Buy	2,435 +94	+4%	+$15.5K	0.05%	143
2022 Q1	$438K	Sell	2,341 -52	-2%	-$9.39K	0.06%	136
2021 Q4	$391K	Hold	2,393	–	–	0.05%	149
2021 Q3	$401K	Hold	2,393	–	–	0.05%	139
2021 Q2	$395K	Buy	2,393 +125	+6%	+$19.6K	0.05%	136
2021 Q1	$321K	Hold	2,268	–	–	0.05%	152
2020 Q4	$274K	Buy	2,268 +41	+2%	+$4.54K	0.05%	152
2020 Q3	$223K	Hold	2,227	–	–	0.05%	147
2020 Q2	$212K	Hold	2,227	–	–	0.05%	147
2020 Q1	$191K	Sell	2,227 -228	-9%	-$26.5K	0.05%	145
2019 Q4	$306K	Sell	2,455 -7	-0.3%	-$837	0.06%	125
2019 Q3	$291K	Sell	2,462 -91	-4%	-$11.2K	0.06%	122
2019 Q2	$315K	Buy	2,553 +993	+64%	+$117K	0.06%	120
2019 Q1	$171K	Buy	1,560 +1,288	+474%	+$135K	0.04%	148
2018 Q4	$26K	Buy	+272	New	+$28.5K	0.01%	272
2018 Q3	–	Sell	-272	Closed	-$27K	–	497
2018 Q2	$27K	Hold	272	–	–	0.01%	285
2018 Q1	$25K	Hold	272	–	–	0.01%	288
2017 Q4	$27K	Hold	272	–	–	0.01%	281
2017 Q3	$25K	Hold	272	–	–	0.01%	281
2017 Q2	$23K	Buy	272 +51	+23%	+$4.04K	0.01%	277
2017 Q1	$17K	Buy	221 +36	+19%	+$2.81K	﹤0.01%	310
2016 Q4	$14K	Sell	185 -4,998	-96%	-$346K	﹤0.01%	332
2016 Q3	$332K	Buy	5,183 +4,998	+2,702%	+$321K	0.05%	148
2016 Q2	$11K	Hold	185	–	–	﹤0.01%	341
2016 Q1	$11K	Hold	185	–	–	﹤0.01%	341
2015 Q4	$13K	Hold	185	–	–	0.01%	323
2015 Q3	$14K	Hold	185	–	–	0.01%	314
2015 Q2	$14K	Hold	185	–	–	0.01%	322
2015 Q1	$14K	Hold	185	–	–	0.01%	330
2014 Q4	$17K	Hold	185	–	–	0.01%	303
2014 Q3	$16K	Buy	185 +55	+42%	+$4.95K	0.01%	308
2014 Q2	$12K	Buy	+130	New	+$11.7K	0.01%	328
2013 Q3	–	Sell	-100	Closed	-$7K	–	427
2013 Q2	$7K	Buy	+100	New	+$7.11K	﹤0.01%	281

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JNBA Financial Advisors's AXP Position: Q1 2026 in Review

JNBA Financial Advisors held its American Express (AXP) position steady in Q1 2026 at 231 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #264.

JNBA Financial Advisors first reported a position in AXP in Q2 2013 and has held it in 48 quarters since. The position peaked at $438K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

JNBA Financial Advisors held 231 shares of American Express worth $69.9K as of Q1 2026.
JNBA Financial Advisors left its American Express share count unchanged in Q1 2026.
American Express made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #264 holding.
JNBA Financial Advisors first reported a position in American Express in Q2 2013 and has held it in 48 quarters since.
JNBA Financial Advisors's American Express position peaked at $438K in Q1 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.