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JPL Wealth Management’s AXIS Capital AXS Stock Holding History

JPL Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.76K Sell
35
-9
-20% -$902 ﹤0.01% 853
2026
Q1 		$4.46K Buy
+44
New +$4.52K ﹤0.01% 726
2025
Q4 		– Sell
-5
Closed -$479 – 202
2025
Q3 		$479 Buy
+5
New +$484 ﹤0.01% 1083

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JPL Wealth Management reduced its AXIS Capital (AXS) stake by 20% in Q2 2026, selling an estimated $902 and leaving 35 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

JPL Wealth Management first reported a position in AXS in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.46K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • JPL Wealth Management held 35 shares of AXIS Capital worth $3.76K as of Q2 2026.
  • JPL Wealth Management sold 9 AXIS Capital shares in Q2 2026, an estimated $902.
  • AXIS Capital made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #853 holding.
  • JPL Wealth Management first reported a position in AXIS Capital in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's AXIS Capital position peaked at $4.46K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

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