AWM
Axxcess Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3M | Sell |
132,115
-4,113
| -3% | -$1.19M | 0.9% | 23 |
|
|
2025
Q1 | $33.4M | Sell |
136,228
-11,330
| -8% | -$2.78M | 0.89% | 22 |
|
|
2024
Q4 | $35.4M | Buy |
147,558
+267
| +0.2% | +$64K | 0.85% | 24 |
|
|
2024
Q3 | $31.1M | Buy |
147,291
+7,452
| +5% | +$1.57M | 0.76% | 27 |
|
|
2024
Q2 | $28.3M | Sell |
139,839
-27,218
| -16% | -$5.51M | 0.75% | 27 |
|
|
2024
Q1 | $33.5M | Buy |
167,057
+6,280
| +4% | +$1.26M | 0.92% | 20 |
|
|
2023
Q4 | $27.3M | Buy |
160,777
+25,763
| +19% | +$4.38M | 0.79% | 25 |
|
|
2023
Q3 | $19.6M | Buy |
135,014
+67,243
| +99% | +$9.75M | 0.67% | 31 |
|
|
2023
Q2 | $9.86M | Sell |
67,771
-23,002
| -25% | -$3.35M | 0.71% | 25 |
|
|
2023
Q1 | $11.8M | Buy |
90,773
+3,279
| +4% | +$427K | 0.9% | 15 |
|
|
2022
Q4 | $11.7M | Buy |
87,494
+36,684
| +72% | +$4.92M | 0.97% | 15 |
|
|
2022
Q3 | $5.31M | Buy |
50,810
+1,894
| +4% | +$198K | 0.5% | 36 |
|
|
2022
Q2 | $5.49M | Buy |
48,916
+1,396
| +3% | +$157K | 0.5% | 38 |
|
|
2022
Q1 | $6.48M | Buy |
47,520
+1,482
| +3% | +$202K | 0.51% | 39 |
|
|
2021
Q4 | $7.29M | Buy |
+46,038
| New | +$7.29M | 0.53% | 36 |
|