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AXXCESS WEALTH MANAGEMENT, LLC → JPM-PM
AXXCESS WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
64
Latest value
$3.3M
Q3 2026
Peak value
$447.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42M |
| Q3 2025 | $840K |
| Q3 2025 | $4M |
| Q3 2025 | $9.1M |
| Q3 2025 | $4M |
| Q3 2025 | $14.5M |
| Q3 2025 | $59.1M |
| Q3 2025 | $965K |
| Q3 2025 | $4.9M |
| Q4 2025 | $447.2M |
| Q4 2025 | $46.8M |
| Q4 2025 | $202K |
| Q4 2025 | $202K |
| Q4 2025 | $970K |
| Q4 2025 | $970K |
| Q4 2025 | $7.9M |
| Q4 2025 | $7.9M |
| Q4 2025 | $17.1M |
| Q4 2025 | $8.5M |
| Q4 2025 | $8.9M |
| Q4 2025 | $4.4M |
| Q4 2025 | $20.7M |
| Q4 2025 | $16.5M |
| Q4 2025 | $393.7M |
| Q4 2025 | $97.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $10.3M |
| Q4 2025 | $5.2M |
| Q1 2026 | $38.3M |
| Q1 2026 | $213K |
| Q1 2026 | $5.4M |
| Q1 2026 | $8.6M |
| Q1 2026 | $8.4M |
| Q1 2026 | $19.5M |
| Q1 2026 | $117.4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $4.1M |
| Q2 2026 | $250K |
| Q2 2026 | $44.7M |
| Q2 2026 | $237K |
| Q2 2026 | $6.9M |
| Q2 2026 | $9.5M |
| Q2 2026 | $7.6M |
| Q2 2026 | $6.4M |
| Q2 2026 | $17.2M |
| Q2 2026 | $625K |
| Q2 2026 | $526K |
| Q2 2026 | $97.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.8M |
| Q3 2026 | $338K |
| Q3 2026 | $26.3M |
| Q3 2026 | $226K |
| Q3 2026 | $7M |
| Q3 2026 | $11.4M |
| Q3 2026 | $7.1M |
| Q3 2026 | $7.5M |
| Q3 2026 | $4M |
| Q3 2026 | $2M |
| Q3 2026 | $435K |
| Q3 2026 | $15.1M |
| Q3 2026 | $1M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 53.2K | — | — |
| Q3 2026 | $1M | 21.8K | — | — |
| Q3 2026 | $15.1M | 300.3K | — | — |
| Q3 2026 | $435K | 5.9K | — | — |
| Q3 2026 | $2M | 44.9K | — | — |
| Q3 2026 | $4M | 78.6K | — | — |
| Q3 2026 | $7.5M | 157.7K | — | — |
| Q3 2026 | $7.1M | 126.8K | — | — |
| Q3 2026 | $11.4M | 254.8K | — | — |
| Q3 2026 | $7M | 85.4K | — | — |
| Q3 2026 | $226K | 4.6K | — | — |
| Q3 2026 | $26.3M | 79.5K | — | — |
| Q3 2026 | $338K | 14.8K | — | — |
| Q2 2026 | $3.8M | 61.5K | — | — |
| Q2 2026 | $1.1M | 21.9K | — | — |
| Q2 2026 | $97.2M | 1.92M | — | — |
| Q2 2026 | $526K | 7.3K | — | — |
| Q2 2026 | $625K | 13.3K | — | — |
| Q2 2026 | $17.2M | 337.7K | — | — |
| Q2 2026 | $6.4M | 126.0K | — | — |
| Q2 2026 | $7.6M | 134.8K | — | — |
| Q2 2026 | $9.5M | 206.2K | — | — |
| Q2 2026 | $6.9M | 83.4K | — | — |
| Q2 2026 | $237K | 4.5K | — | — |
| Q2 2026 | $44.7M | 136.6K | — | — |
| Q2 2026 | $250K | 10.9K | — | — |
| Q1 2026 | $4.1M | 74.1K | — | — |
| Q1 2026 | $1.1M | 22.0K | — | — |
| Q1 2026 | $117.4M | 2.32M | — | — |
| Q1 2026 | $19.5M | 383.3K | — | — |
| Q1 2026 | $8.4M | 148.0K | — | — |
| Q1 2026 | $8.6M | 186.3K | — | — |
| Q1 2026 | $5.4M | 70.9K | — | — |
| Q1 2026 | $213K | 4.4K | — | — |
| Q1 2026 | $38.3M | 130.1K | — | — |
| Q4 2025 | $5.2M | 88.9K | — | — |
| Q4 2025 | $10.3M | 177.9K | — | — |
| Q4 2025 | $1.1M | 21.6K | — | — |
| Q4 2025 | $1.1M | 21.6K | — | — |
| Q4 2025 | $97.4M | 1.93M | — | — |
| Q4 2025 | $393.7M | 7.78M | — | — |
| Q4 2025 | $16.5M | 323.3K | — | — |
| Q4 2025 | $20.7M | 406.6K | — | — |
| Q4 2025 | $4.4M | 87.7K | — | — |
| Q4 2025 | $8.9M | 175.4K | — | — |
| Q4 2025 | $8.5M | 148.6K | — | — |
| Q4 2025 | $17.1M | 299.2K | — | — |
| Q4 2025 | $7.9M | 170.1K | — | — |
| Q4 2025 | $7.9M | 170.1K | — | — |
| Q4 2025 | $970K | 13.0K | — | — |
| Q4 2025 | $970K | 13.0K | — | — |
| Q4 2025 | $202K | 4.3K | — | — |
| Q4 2025 | $202K | 4.3K | — | — |
| Q4 2025 | $46.8M | 145.3K | — | — |
| Q4 2025 | $447.2M | 1.39M | — | — |
| Q3 2025 | $4.9M | 84.9K | — | — |
| Q3 2025 | $965K | 19.7K | — | — |
| Q3 2025 | $59.1M | 1.16M | — | — |
| Q3 2025 | $14.5M | 284.3K | — | — |
| Q3 2025 | $4M | 80.2K | — | — |
| Q3 2025 | $9.1M | 159.8K | — | — |
| Q3 2025 | $4M | 86.6K | — | — |
| Q3 2025 | $840K | 11.4K | — | — |
| Q3 2025 | $42M | 133.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B