Accelerate Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Accelerate Investment Advisors’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	$840K	Sell	2,567 -8	-0.3%	-$2.48K	0.48%	38
2026 Q1	$757K	Sell	2,575 -64	-2%	-$19.4K	0.51%	35
2025 Q4	$850K	Sell	2,639 -28	-1%	-$8.67K	0.57%	34
2025 Q3	$841K	Sell	2,667 -30	-1%	-$8.92K	0.57%	33
2025 Q2	$782K	Buy	2,697 +130	+5%	+$33.2K	0.58%	32
2025 Q1	$630K	Buy	2,567 +533	+26%	+$136K	0.53%	37
2024 Q4	$488K	Buy	2,034 +948	+87%	+$221K	0.43%	43
2024 Q3	$229K	Buy	+1,086	New	+$229K	0.22%	66

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Accelerate Investment Advisors's JPM Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, selling an estimated $2.48K and leaving 2,567 shares worth $840K. The position accounts for 0.48% of the portfolio, ranked #38.

Accelerate Investment Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $850K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Accelerate Investment Advisors held 2,567 shares of JPMorgan Chase worth $840K as of Q2 2026.
Accelerate Investment Advisors sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
JPMorgan Chase made up 0.48% of Accelerate Investment Advisors's portfolio in Q2 2026, its #38 holding.
Accelerate Investment Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's JPMorgan Chase position peaked at $850K in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.