JWM
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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JPL Wealth Management opened a new position in American Express (AXP) in Q1 2026: 494 shares worth $149K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AXP as recently as Q3 2025.

JPL Wealth Management first reported a position in AXP in Q3 2025 and has held it in 2 quarters since. The position peaked at $206K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • JPL Wealth Management held 494 shares of American Express worth $149K as of Q1 2026.
  • American Express was a new JPL Wealth Management position in Q1 2026.
  • American Express made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #136 holding.
  • JPL Wealth Management first reported a position in American Express in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's American Express position peaked at $206K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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