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JPL Wealth Management’s American Express AXP Stock Holding History

JPL Wealth Management’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
Q2 		$198K Buy
586
+92
+19% +$29.5K 0.04% 131
2026
Q1 		$149K Buy
+494
New +$166K 0.03% 136
2025
Q4 		– Sell
-619
Closed -$206K – 201
2025
Q3 		$206K Buy
+619
New +$197K 0.05% 122

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JPL Wealth Management increased its American Express (AXP) stake by 19% in Q2 2026, buying an estimated $29.5K and bringing the position to 586 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #131.

JPL Wealth Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • JPL Wealth Management held 586 shares of American Express worth $198K as of Q2 2026.
  • JPL Wealth Management bought 92 American Express shares in Q2 2026, an estimated $29.5K.
  • American Express made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #131 holding.
  • JPL Wealth Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's American Express position peaked at $206K in Q3 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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