JWM
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JPL Wealth Management’s Axos Financial AX Stock Holding History

JPL Wealth Management’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
2026
Q1 		$2.13K Buy
+25
New +$2.28K ﹤0.01% 953
2025
Q4 		– Sell
-25
Closed -$2.12K – 199
2025
Q3 		$2.12K Buy
+25
New +$2.18K ﹤0.01% 854

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

JPL Wealth Management's AX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Axos Financial (AX) in Q1 2026: 25 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AX as recently as Q3 2025.

JPL Wealth Management first reported a position in AX in Q3 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q1 2026.

  • JPL Wealth Management held 25 shares of Axos Financial worth $2.13K as of Q1 2026.
  • Axos Financial was a new JPL Wealth Management position in Q1 2026.
  • Axos Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #953 holding.
  • JPL Wealth Management first reported a position in Axos Financial in Q3 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.