PFG
JPM icon

PAX Financial Group’s JPMorgan Chase JPM Stock Holding History

PAX Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+728
New +$226K 0.04% 187
2020
Q4 		– Sell
-3,528
Closed -$340K – 137
2020
Q3 		$340K Buy
3,528
+728
+26% +$71.5K 0.12% 117
2020
Q2 		$263K Buy
+2,800
New +$266K 0.1% 121

Other funds holding JPM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PAX Financial Group's JPM Position: Q2 2026 in Review

PAX Financial Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 728 shares worth $238K. The stake represents 0.04% of the portfolio and ranks #187 among its holdings. This is a return to the name: PAX Financial Group previously reported a position in JPM as recently as Q3 2020.

PAX Financial Group first reported a position in JPM in Q2 2020 and has held it in 3 quarters since. The position peaked at $340K in Q3 2020. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PAX Financial Group held 728 shares of JPMorgan Chase worth $238K as of Q2 2026.
  • JPMorgan Chase was a new PAX Financial Group position in Q2 2026.
  • JPMorgan Chase made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #187 holding.
  • PAX Financial Group first reported a position in JPMorgan Chase in Q2 2020 and has held it in 3 quarters since.
  • PAX Financial Group's JPMorgan Chase position peaked at $340K in Q3 2020.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.