JPMorgan Chase & Co. shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $31M | 147k | 210.86 |
| 2024-06-30 | $28M | 140k | 202.26 |
| 2024-03-31 | $34M | 167k | 200.30 |
| 2023-12-31 | $27M | 161k | 170.10 |
| 2023-09-30 | $20M | 135k | 145.02 |
| 2023-06-30 | $9.9M | 68k | 145.44 |
| 2023-03-31 | $12M | 91k | 130.31 |
| 2022-12-31 | $12M | 88k | 134.10 |
| 2022-09-30 | $5.3M | 51k | 104.51 |
| 2022-06-30 | $5.5M | 49k | 112.15 |
| 2022-03-31 | $6.5M | 48k | 136.32 |
| 2021-12-31 | $7.3M | 46k | 158.37 |