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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase's AX Position: Q1 2026 in Review

JP Morgan Chase reduced its Axos Financial (AX) stake by 18% in Q1 2026, selling an estimated $5.25M and leaving 262,853 shares worth $21.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

JP Morgan Chase first reported a position in AX in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.4M in Q2 2015. 385 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • JP Morgan Chase held 262,853 shares of Axos Financial worth $21.8M as of Q1 2026.
  • JP Morgan Chase sold 57,632 Axos Financial shares in Q1 2026, an estimated $5.25M.
  • Axos Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1998 holding.
  • JP Morgan Chase first reported a position in Axos Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Axos Financial position peaked at $47.4M in Q2 2015.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.