Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$44,710,004
+$6,447,142 QoQ
Shares Held
136,590
+5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#640
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $76,102,154 across 7 Banks - Diversified names. JPM ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
136,590 | $44,710,004 | |
| 2 | BAC |
Bank Of America Corp /De/
|
251,375 | $14,323,347 | |
| 3 | C |
Citigroup Inc
|
54,356 | $7,607,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
57,863 | $4,781,798 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
23,446 | $3,390,526 | |
| 6 | RY |
Royal Bank Of Canada
|
4,414 | $913,565 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,192 | $375,249 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,710,004 | 136,590 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $38,262,862 | 130,075 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $46,826,299 | 145,324 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $42,031,678 | 133,252 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,301,459 | 132,115 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $33,416,728 | 136,228 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $35,371,128 | 147,558 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,057,780 | 147,291 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $28,283,836 | 139,839 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $33,461,517 | 167,057 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,348,167 | 160,777 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,579,730 | 135,014 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,856,614 | 67,771 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,828,629 | 90,773 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,732,945 | 87,494 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,309,645 | 50,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,508,430 | 48,916 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,477,926 | 47,520 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $7,290,117 | 46,038 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||