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Accelerate Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Accelerate Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$782K Buy
2,697
+130
+5% +$37.7K 0.58% 32
2025
Q1 		$630K Buy
2,567
+533
+26% +$131K 0.53% 37
2024
Q4 		$488K Buy
2,034
+948
+87% +$227K 0.43% 43
2024
Q3 		$229K Buy
+1,086
New +$229K 0.22% 66