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JPMJPM
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in JPMORGAN CHASE & CO

AXXCESS WEALTH MANAGEMENT, LLC holds 136,590 shares of JPM (JPMORGAN CHASE & CO), worth $44.7M as of 2026-Q2. The position was increased (+5.0% shares). JPM represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$44.7M

Current Shares

136,590

Total Value Change

+$37.4M

Total Shares Change

+90,552

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
136,590
+5.0%
$44.7M0.7%$325.86
43
2026-Q1
Decreased
130,075
-10.5%
$38.3M1.2%$300.26
0
2025-Q4
Increased
145,324
+9.1%
$46.8M0.8%$321.97
45
2025-Q3
Increased
133,252
+0.9%
$42M0.9%$312.75
41
2025-Q2
Decreased
132,115
-3.0%
$38.3M0.9%$283.07
0
2025-Q1
Decreased
136,228
-7.7%
$33.4M0.9%$237.97
0
2024-Q4
Increased
147,558
+0.2%
$35.4M0.8%$233.31
41
2024-Q3
Increased
147,291
+5.3%
$31.1M0.8%$203.96
43
2024-Q2
Decreased
139,839
-16.3%
$28.3M0.7%$194.90
0
2024-Q1
Increased
167,057
+3.9%
$33.5M0.9%$191.89
42
2023-Q4
Increased
160,777
+19.1%
$27.3M0.8%$161.96
48
2023-Q3
Increased
135,014
+99.2%
$19.6M0.7%$137.07
64
2023-Q2
Decreased
67,771
-25.3%
$9.9M0.7%$134.64
0
2023-Q1
Increased
90,773
+3.8%
$11.8M0.9%$119.92
41
2022-Q4
Increased
87,494
+72.2%
$11.7M1.0%$123.99
59
2022-Q3
Increased
50,810
+3.9%
$5.3M0.5%$97.28
40
2022-Q2
Increased
48,916
+2.9%
$5.5M0.5%$104.73
39
2022-Q1
Increased
47,520
+3.2%
$6.5M0.5%$126.72
40
2021-Q4
New
46,038
-
$7.3M0.5%$142.04
53

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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