Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in JPMORGAN CHASE & CO
AXXCESS WEALTH MANAGEMENT, LLC holds 145,324 shares of JPM (JPMORGAN CHASE & CO), worth $46.8M as of 2025-Q4. The position was increased (++9.1% shares). JPM represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$46.8M
Current Shares
145,324
Total Value Change
+$18.5M
Total Shares Change
+5,485
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 145,324 |
+9.1% |
| $46.8M |
| 0.8% |
| $321.97 |
45 |
| 2025-Q3 | Increased | 133,252 | +0.9% | $42M | 0.9% | $312.75 | 41 |
| 2025-Q2 | Decreased | 132,115 | -3.0% | $38.3M | 0.9% | $283.07 | 0 |
| 2025-Q1 | Decreased | 136,228 | -7.7% | $33.4M | 0.9% | $237.97 | 0 |
| 2024-Q4 | Increased | 147,558 | +0.2% | $35.4M | 0.8% | $233.31 | 41 |
| 2024-Q3 | Increased | 147,291 | +5.3% | $31.1M | 0.8% | $203.96 | 43 |
| 2024-Q2 | Decreased | 139,839 | -16.3% | $28.3M | 0.7% | $194.90 | 0 |