JP Morgan Chase
AX icon

JP Morgan Chase’s Axos Financial AX Stock Holding History

JP Morgan Chase’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-13,340
Closed -$353K – 3915
2015
Q2 		$353K Buy
+13,340
New +$317K ﹤0.01% 3673

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase's AX Position: Q2 2026 in Review

JP Morgan Chase reduced its Axos Financial (AX) stake by 9.5% in Q2 2026, selling an estimated $2.26M and leaving 237,791 shares worth $23.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

JP Morgan Chase first reported a position in AX in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.4M in Q2 2015. 386 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • JP Morgan Chase held 237,791 shares of Axos Financial worth $23.2M as of Q2 2026.
  • JP Morgan Chase sold 25,062 Axos Financial shares in Q2 2026, an estimated $2.26M.
  • Axos Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2102 holding.
  • JP Morgan Chase first reported a position in Axos Financial in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Axos Financial position peaked at $47.4M in Q2 2015.
  • 386 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.