Position in AXP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$69,872
-$15,586 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026JNBA Financial Advisors holds $1,035,127 across 10 Credit Services names. AXP ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,975 | $596,924 | |
| 2 | MA |
Mastercard Inc
|
657 | $328,276 | |
| 3 | AXP |
American Express Co
This page
|
231 | $69,872 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
461 | $20,851 | |
| 5 | COF |
Capital One Financial Corp
|
46 | $8,391 | |
| 6 | KLAR |
Klarna Group plc
|
376 | $4,921 | |
| 7 | LX |
LexinFintech Holdings Ltd.
|
1,567 | $3,416 | |
| 8 | ALLY |
Ally Financial Inc.
|
38 | $1,490 |
All Filings in AXP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,872 | 231 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $85,458 | 231 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $71,082 | 214 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $68,261 | 214 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $57,576 | 214 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $63,513 | 214 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $58,036 | 214 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $233,633 | 1,009 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $310,569 | 1,364 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $267,334 | 1,427 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $218,563 | 1,465 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $253,461 | 1,455 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $241,651 | 1,465 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $241,571 | 1,635 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $315,014 | 2,335 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $337,539 | 2,435 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $437,767 | 2,341 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $391,494 | 2,393 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $400,899 | 2,393 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $395,395 | 2,393 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $320,785 | 2,268 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $274,223 | 2,268 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $223,256 | 2,227 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $212,010 | 2,227 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $190,653 | 2,227 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||