AWM
JPM icon

Accel Wealth Management’s JPMorgan Chase JPM Stock Holding History

Accel 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 		$2.61M Sell
7,968
-115
-1% -$35.7K 0.59% 43
2026
Q1 		$2.38M Sell
8,083
-8
-0.1% -$2.43K 0.62% 38
2025
Q4 		$2.61M Buy
8,091
+30
+0.4% +$9.29K 0.71% 33
2025
Q3 		$2.54M Sell
8,061
-143
-2% -$42.5K 0.74% 32
2025
Q2 		$2.38M Sell
8,204
-146
-2% -$37.3K 0.79% 30
2025
Q1 		$2.05M Sell
8,350
-143
-2% -$36.5K 0.74% 31
2024
Q4 		$2.04M Sell
8,493
-343
-4% -$79.9K 0.77% 32
2024
Q3 		$1.86M Buy
8,836
+176
+2% +$37.1K 0.69% 39
2024
Q2 		$1.75M Buy
8,660
+676
+8% +$132K 0.7% 40
2024
Q1 		$1.6M Sell
7,984
-15
-0.2% -$2.71K 0.68% 43
2023
Q4 		$1.36M Buy
7,999
+144
+2% +$21.8K 0.68% 41
2023
Q3 		$1.14M Buy
7,855
+27
+0.3% +$4.05K 0.63% 45
2023
Q2 		$1.14M Buy
7,828
+124
+2% +$17.1K 0.63% 46
2023
Q1 		$1M Sell
7,704
-402
-5% -$55.1K 0.41% 63
2022
Q4 		$1.09M Sell
8,106
-541
-6% -$68.5K 0.52% 52
2022
Q3 		$975K Buy
8,647
+8
+0.1% +$918 0.52% 55
2022
Q2 		$976K Sell
8,639
-59
-0.7% -$7.31K 0.56% 51
2022
Q1 		$1.18M Buy
8,698
+46
+0.5% +$6.79K 0.61% 46
2021
Q4 		$1.37M Buy
8,652
+535
+7% +$87.9K 0.67% 44
2021
Q3 		$1.33M Sell
8,117
-14
-0.2% -$2.19K 0.86% 31
2021
Q2 		$1.26M Buy
8,131
+135
+2% +$21.2K 0.84% 31
2021
Q1 		$1.22M Buy
7,996
+165
+2% +$23.7K 0.99% 21
2020
Q4 		$995K Buy
+7,831
New +$875K 0.93% 22

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Accel Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $35.7K and leaving 7,968 shares worth $2.61M. The position accounts for 0.59% of the portfolio, ranked #43.

Accel Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Accel Wealth Management held 7,968 shares of JPMorgan Chase worth $2.61M as of Q2 2026.
  • Accel Wealth Management sold 115 JPMorgan Chase shares in Q2 2026, an estimated $35.7K.
  • JPMorgan Chase made up 0.59% of Accel Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Accel Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.