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JPM
Showing 8 of 18 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 130,075 shares of JPM (JPMORGAN CHASE & CO), worth $38.3M as of 2026-Q1. The position was decreased (-10.5% shares). JPM represents 1.2% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$38.3M

Current Shares

130,075

Total Value Change

+$10M

Total Shares Change

-9,764

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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