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
Q2 		$1.95K Sell
20
-5
-20% -$451 ﹤0.01% 1079
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 $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

JPL Wealth Management's AX Position: Q2 2026 in Review

JPL Wealth Management reduced its Axos Financial (AX) stake by 20% in Q2 2026, selling an estimated $451 and leaving 20 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

JPL Wealth Management first reported a position in AX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.13K in Q1 2026. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • JPL Wealth Management held 20 shares of Axos Financial worth $1.95K as of Q2 2026.
  • JPL Wealth Management sold 5 Axos Financial shares in Q2 2026, an estimated $451.
  • Axos Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1079 holding.
  • JPL Wealth Management first reported a position in Axos Financial in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Axos Financial position peaked at $2.13K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.