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Axxcess Wealth Management’s JPMorgan Chase JPM Stock Holding History

Axxcess Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.7M Buy
136,590
+6,515
+5% +$2.02M 0.71% 33
2026
Q1 		$38.3M Sell
130,075
-15,249
-10% -$4.63M 1.23% 18
2025
Q4 		$46.8M Buy
145,324
+12,072
+9% +$3.74M 0.81% 28
2025
Q3 		$42M Buy
133,252
+1,137
+0.9% +$338K 0.89% 28
2025
Q2 		$38.3M Sell
132,115
-4,113
-3% -$1.05M 0.9% 24
2025
Q1 		$33.4M Sell
136,228
-11,330
-8% -$2.89M 0.89% 23
2024
Q4 		$35.4M Buy
147,558
+267
+0.2% +$62.2K 0.85% 25
2024
Q3 		$31.1M Buy
147,291
+7,452
+5% +$1.57M 0.76% 28
2024
Q2 		$28.3M Sell
139,839
-27,218
-16% -$5.32M 0.75% 28
2024
Q1 		$33.5M Buy
167,057
+6,280
+4% +$1.13M 0.92% 22
2023
Q4 		$27.3M Buy
160,777
+25,763
+19% +$3.9M 0.79% 26
2023
Q3 		$19.6M Buy
135,014
+67,243
+99% +$10.1M 0.67% 31
2023
Q2 		$9.86M Sell
67,771
-23,002
-25% -$3.16M 0.71% 25
2023
Q1 		$11.8M Buy
90,773
+3,279
+4% +$449K 0.9% 17
2022
Q4 		$11.7M Buy
87,494
+36,684
+72% +$4.65M 0.97% 15
2022
Q3 		$5.31M Buy
50,810
+1,894
+4% +$217K 0.5% 38
2022
Q2 		$5.49M Buy
48,916
+1,396
+3% +$173K 0.5% 41
2022
Q1 		$6.48M Buy
47,520
+1,482
+3% +$219K 0.51% 40
2021
Q4 		$7.29M Buy
+46,038
New +$7.56M 0.53% 38

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Axxcess Wealth Management's JPM Position: Q2 2026 in Review

Axxcess Wealth Management increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $2.02M and bringing the position to 136,590 shares worth $44.7M. The position accounts for 0.71% of the portfolio, ranked #33.

Axxcess Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.8M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Axxcess Wealth Management held 136,590 shares of JPMorgan Chase worth $44.7M as of Q2 2026.
  • Axxcess Wealth Management bought 6,515 JPMorgan Chase shares in Q2 2026, an estimated $2.02M.
  • JPMorgan Chase made up 0.71% of Axxcess Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Axxcess Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's JPMorgan Chase position peaked at $46.8M in Q4 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.