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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 130,075 |
-10.5% |
| $38.3M |
| 1.2% |
| $300.26 |
0 |
| 2025-Q4 | 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 |