Skip to content

Axiom Financial Strategies, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axiom Financial Strategies, LLC on JPM, newest first. How the timeline and the estimate are built.

Axiom Financial Strategies, LLC held 1,288 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,288 shares
    Change vs previous 13F +18 shares

    0.13% of the 13F portfolio, value $421,601.

    13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,270 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $373,583.

    13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,270 shares
    Change vs previous 13F -85 shares

    0.17% of the 13F portfolio, value $409,219.

    13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,355 shares
    Change vs previous 13F -184 shares

    0.18% of the 13F portfolio, value $427,408.

    13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,539 shares
    Change vs previous 13F -708 shares

    0.25% of the 13F portfolio, value $446,171.

    13F-HR 0001951757-25-001001 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,247 shares
    Change vs previous 13F +45 shares

    0.33% of the 13F portfolio, value $551,189.

    13F-HR 0001951757-25-000558 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,202 shares
    Change vs previous 13F -143 shares

    0.29% of the 13F portfolio, value $527,841.

    13F-HR 0001951757-25-000095 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,345 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $494,467.

    13F-HR 0001951757-24-001197 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).