Axxcess Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 136,228 shares of JPM stock, worth $35.9 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

136,228

Previous 147,558 7.68%

Holding current value

$35.9 Million

Previous $35.4 Million 5.53%

% of portfolio

0.93%

Previous 0.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$225.19 - $279.95 $2.55 Million - $3.17 Million	-11,330 Reduced 7.68%	136,228 $33.4 Million
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $54,783 - $66,827	267 Added 0.18%	147,558 $35.4 Million
Q3 2024 Nov 04, 2024	BUY	$194.9 - $224.8 $1.45 Million - $1.68 Million	7,452 Added 5.33%	147,291 $31 Million
Q2 2024 Aug 09, 2024	SELL	$180.08 - $204.79 $4.9 Million - $5.57 Million	-27,218 Reduced 16.29%	139,839 $28.3 Million
Q1 2024 May 14, 2024	BUY	$167.09 - $200.3 $1.05 Million - $1.26 Million	6,280 Added 3.91%	167,057 $33.5 Million
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $3.5 Million - $4.39 Million	25,763 Added 19.08%	160,777 $27.3 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $9.63 Million - $10.6 Million	67,243 Added 99.22%	135,014 $19.6 Million
Q2 2023 Aug 08, 2023	SELL	$127.47 - $145.44 $2.93 Million - $3.35 Million	-23,002 Reduced 25.34%	67,771 $9.86 Million
Q1 2023 May 03, 2023	BUY	$124.91 - $143.8 $409,579 - $471,520	3,279 Added 3.75%	90,773 $11.8 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $3.74 Million - $5.06 Million	36,684 Added 72.2%	87,494 $11.7 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $39,262 - $228,378	1,894 Added 3.87%	50,810 $5.31 Million
Q2 2022 Aug 11, 2022	BUY	$112.61 - $135.91 $157,203 - $189,730	1,396 Added 2.94%	48,916 $5.49 Million
Q1 2022 Aug 11, 2022	BUY	$128.3 - $168.44 $190,140 - $249,628	1,482 Added 3.22%	47,520 $6.48 Million
Q4 2021 Aug 11, 2022	BUY	$153.94 - $171.78 $7.09 Million - $7.91 Million	46,038 New	46,038 $7.29 Million

Others Institutions Holding JPM

# of Institutions

5,184

Shares Held

1.99B

Call Options Held

24M

Put Options Held

26.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $773B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

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Axxcess Wealth Management, LLC Jpmorgan Chase & CO Transaction History