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 147,291 shares of JPM stock, worth $36.1 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
147,291
Previous 139,839 5.33%
Holding current value
$36.1 Million
Previous $28.3 Million 9.77%
% of portfolio
0.8%
Previous 0.78%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $720B
  • 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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