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
- period ended2026-06-3013F 1,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,270 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,270 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,355 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,247 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,202 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,345 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).