Position in AXP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$724,869
+$130,496 QoQ
Shares Held
2,143
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,758
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. AXP ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
This page
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,869 | 2,143 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $594,373 | 1,965 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $724,362 | 1,958 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $630,771 | 1,899 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $605,743 | 1,899 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $428,327 | 1,592 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $428,267 | 1,443 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $423,343 | 1,561 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $360,060 | 1,555 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $354,513 | 1,557 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $291,501 | 1,556 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $231,542 | 1,552 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $225,240 | 1,293 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $216,414 | 1,312 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $191,927 | 1,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $184,152 | 1,365 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $175,492 | 1,266 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $242,352 | 1,296 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $195,992 | 1,198 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $190,984 | 1,140 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $147,054 | 890 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $125,881 | 890 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $148,114 | 1,225 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $117,793 | 1,175 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $111,860 | 1,175 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $100,591 | 1,175 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||