AXS Investments LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1801467 PORT CHESTER, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$604,578

-$77,284 QoQ

Shares Held

1,847

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#4,121

of 5,056 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AXS Investments LLC holds $1,211,654 across 4 Banks - Diversified names. JPM ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,847	$604,578
2	BAC	Bank Of America Corp /De/	4,837	$275,612
3	C	Citigroup Inc	1,198	$167,672
4	WFC	Wells Fargo & Company/Mn	1,982	$163,792

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,578	1,847	-20.3%	Shares	Sole	2026-08-10
2026-03-31	$681,862	2,318	-6.3%	Shares	Sole	2026-05-06
2025-12-31	$797,494	2,475	-8.4%	Shares	Sole	2026-05-13
2025-09-30	$851,976	2,701	+7.7%	Shares	Sole	2026-05-13
2025-06-30	$727,094	2,508	-17.5%	Shares	Sole	2025-08-11
2025-03-31	$745,712	3,040	-4.2%	Shares	Sole	2025-05-09
2024-12-31	$760,599	3,173	-8.2%	Shares	Sole	2025-02-10
2024-09-30	$728,732	3,456	-15.9%	Shares	Sole	2024-11-13
2024-06-30	$831,288	4,110	-18.4%	Shares	Sole	2024-08-13
2024-03-31	$1,008,911	5,037	+6.9%	Shares	Sole	2024-08-16
2023-12-31	$801,171	4,710	-8.9%	Shares	Sole	2024-02-09
2023-09-30	$749,753	5,170	-37.4%	Shares	Sole	2023-11-09
2023-06-30	$1,200,752	8,256	+9.2%	Shares	Sole	2023-08-10
2023-03-31	$985,143	7,560	-10.9%	Shares	Sole	2023-05-12
2022-12-31	$1,137,436	8,482	-19.9%	Shares	Sole	2023-02-13
2022-09-30	$1,106,132	10,585	-15.1%	Shares	Sole	2022-11-07
2022-06-30	$1,404,021	12,468	+36.0%	Shares	Sole	2022-08-11
2022-03-31	$1,249,645	9,167	+27.2%	Shares	Sole	2022-05-13
2021-12-31	$1,141,228	7,207	+417.0%	Shares	Sole	2022-02-09
2021-09-30	$228,183	1,394	-79.2%	Shares	Sole	2021-11-05
2021-06-30	$1,041,962	6,699	+5.9%	Shares	Sole	2021-07-28
2021-03-31	$963,311	6,328	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.