Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,544−100.0% | Sold out | Holders |
| Q1 2026 | 1,544 | $454.2K | 0.6% | −78−4.8% | Reduced | Holders |
| Q4 2025 | 1,622 | $522.6K | 0.6% | −95−5.5% | Reduced | Holders |
| Q3 2025 | 1,717 | $541.6K | 0.4% | −92−5.1% | Reduced | Holders |
| Q2 2025 | 1,809 | $524.4K | 0.5% | −63−3.4% | Reduced | Holders |
| Q1 2025 | 1,872 | $459.2K | 0.4% | −76−3.9% | Reduced | Holders |
| Q4 2024 | 1,948 | $467.0K | 0.5% | +5+0.3% | Added | Holders |
| Q3 2024 | 1,943 | $409.7K | 0.5% | +37+1.9% | Added | Holders |
| Q2 2024 | 1,906 | $385.5K | 0.5% | +73+4.0% | Added | Holders |
| Q1 2024 | 1,833 | $367.1K | 0.3% | −1,824−49.9% | Reduced | Holders |
| Q4 2023 | 3,657 | $622.1K | 0.6% | −1,152−24.0% | Reduced | Holders |
| Q3 2023 | 4,809 | $697.4K | 0.6% | +89+1.9% | Added | Holders |
| Q2 2023 | 4,720 | $686.5K | 0.6% | +73+1.6% | Added | Holders |
| Q1 2023 | 4,647 | $605.6K | 0.6% | +144+3.2% | Added | Holders |
| Q4 2022 | 4,503 | $603.9K | 0.6% | +1,971+77.8% | Added | Holders |
| Q3 2022 | 2,532 | $265.0K | 0.3% | +244+10.7% | Added | Holders |
| Q2 2022 | 2,288 | $258.0K | 0.2% | – | No prior filing | Holders |