JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 145,324 Value ($000) $46,826 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 133,252 Value ($000) $42,032 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 132,115 Value ($000) $38,301 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 136,228 Value ($000) $33,417 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 147,558 Value ($000) $35,371 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 147,291 Value ($000) $31,058 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 139,839 Value ($000) $28,284 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 167,057 Value ($000) $33,462 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 160,777 Value ($000) $27,348 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 135,014 Value ($000) $19,580 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 67,771 Value ($000) $9,857 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 90,773 Value ($000) $11,829 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 87,494 Value ($000) $11,733 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 50,810 Value ($000) $5,310 Avg Close $105.62 Range $96.10 - $114.36
Q2 2022
Shares 48,916 Value ($000) $5,486 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 47,520 Value ($000) $6,478 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 46,038 Value ($000) $7,291 Avg Close $147.83 Range $136.71 - $155.72