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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
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 $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JPL Wealth Management opened a new position in AXIS Capital (AXS) in Q1 2026: 44 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AXS as recently as Q3 2025.

JPL Wealth Management first reported a position in AXS in Q3 2025 and has held it in 2 quarters since. 462 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

  • JPL Wealth Management held 44 shares of AXIS Capital worth $4.46K as of Q1 2026.
  • AXIS Capital was a new JPL Wealth Management position in Q1 2026.
  • AXIS Capital made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #726 holding.
  • JPL Wealth Management first reported a position in AXIS Capital in Q3 2025 and has held it in 2 quarters since.
  • 462 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

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