Axxcess Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3M | Sell |
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|
2025
Q1 | $33.4M | Sell |
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|
2024
Q4 | $35.4M | Buy |
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|
2024
Q3 | $31.1M | Buy |
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|
2024
Q2 | $28.3M | Sell |
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|
2024
Q1 | $33.5M | Buy |
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|
2023
Q4 | $27.3M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $9.86M | Sell |
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|
2023
Q1 | $11.8M | Buy |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $5.31M | Buy |
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|
2022
Q2 | $5.49M | Buy |
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|
2022
Q1 | $6.48M | Buy |
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|
2021
Q4 | $7.29M | Buy |
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