JPMORGAN CHASE & CO AXP — 0 AMERICAN EXPRESS CO

Ownership history in JPMORGAN CHASE & CO  ·  108 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported 0 AMERICAN EXPRESS CO (AXP) in 108 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2025 Q4. The latest visible filing shows AXP at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AXP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in 0 AMERICAN EXPRESS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AXP was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AXP stock page JPMORGAN CHASE & CO fund profile JPMORGAN CHASE & CO full holdings
How JPMORGAN CHASE & CO held AXP — position size vs. price
% of Fund (quarterly)    AXP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.2% -18.1% ✅ 21,032,958 -1,154,291 -5.2% 0.49% $7.78B 2026-02-14 (Est.) $336.44
2025 Q3 ADDED — — — 22,187,249 +3,144,528 +16.5% 0.44% $7.37B 2025-11-07 $366.56
2025 Q2 ADDED — — — 19,042,721 +686,378 +3.7% 0.40% $6.07B 2025-08-12 $300.82
2025 Q1 ADDED — — — 18,356,343 +1,604,521 +9.6% 0.36% $4.94B 2025-05-12 $295.82
2024 Q4 ADDED — — — 16,751,822 +1,110,104 +7.1% 0.37% $4.97B 2025-02-12 $302.22
2024 Q3 REDUCED — — — 15,641,718 -698,227 -4.3% 0.32% $4.24B 2024-11-08 $283.01
2024 Q2 ADDED — — — 16,339,945 +229,722 +1.4% 0.31% $3.78B 2024-08-12 $232.66
2024 Q1 REDUCED — — — 16,110,223 -241,217 -1.5% 0.31% $3.67B 2024-05-10 $237.10
2023 Q4 REDUCED 6.3% +21.9% ❌ 16,351,440 -1,107,123 -6.3% 0.29% $3.06B 2024-02-12 $207.07
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AXP

As of 2026 Q1 — sorted by position size

Aquamarine Zurich AG 3Y 14.53% BIRCH FINANCIAL GROUP, LLC 11.08% LB Partners LLC 8.14% CACTI ASSET MANAGEMENT LLC 3Y 7Y 7.16% Unison Asset Management LLC 3Y 6.55% PROVIDENT TRUST CO 3Y 7Y 5.8% Focused Investors LLC 3Y 7Y 4.94% Titiun Yejiel 4.88% AlpenGlobal Capital LLC 4.31% Maj Invest Holding A/S 3Y 7Y 4.18%

FAQ About JPMORGAN CHASE & CO and AXP

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning AXP?

JPMORGAN CHASE & CO reported AXP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AXP position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for AXP was 0.49% in 2025 Q4.

What is the latest reported AXP position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 21,032,958 shares, equal to 0.49% of portfolio, with an estimated market value of $7.78B.

What does the chart on this AXP ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly AXP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JPMORGAN CHASE & CO time their AXP position?

Based on 13F filing dates vs. subsequent AXP price moves, JPMORGAN CHASE & CO correctly timed 46 out of 107 reported position changes (43%). The annualised alpha on AXP relative to SPY over the holding period was +1.9%.

← Back to JPMORGAN CHASE & CO Holdings