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Accent Capital Management’s JPMorgan Chase JPM Stock Holding History

Accent Capital 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
Q1 		$4.49M Sell
15,280
-143
-0.9% -$43.4K 2.18% 11
2025
Q4 		$4.97M Buy
15,423
+1
+0% +$310 2.14% 11
2025
Q3 		$4.86M Buy
15,422
+233
+2% +$69.3K 2.04% 12
2025
Q2 		$4.4M Buy
15,189
+325
+2% +$82.9K 1.96% 13
2025
Q1 		$3.65M Buy
14,864
+1
+0% +$255 2.11% 12
2024
Q4 		$3.56M Buy
14,863
+2
+0% +$466 2.03% 11
2024
Q3 		$3.13M Buy
14,861
+6,802
+84% +$1.43M 1.8% 12
2024
Q2 		$1.63M Buy
8,059
+1
+0% +$196 1% 19
2024
Q1 		$1.61M Buy
8,058
+1,769
+28% +$319K 1.39% 14
2023
Q4 		$1.07M Buy
+6,289
New +$953K 0.84% 23

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accent Capital Management's JPM Position: Q1 2026 in Review

Accent Capital Management reduced its JPMorgan Chase (JPM) stake by 0.93% in Q1 2026, selling an estimated $43.4K and leaving 15,280 shares worth $4.49M. The position accounts for 2.18% of the portfolio, ranked #11.

Accent Capital Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.97M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Accent Capital Management held 15,280 shares of JPMorgan Chase worth $4.49M as of Q1 2026.
  • Accent Capital Management sold 143 JPMorgan Chase shares in Q1 2026, an estimated $43.4K.
  • JPMorgan Chase made up 2.18% of Accent Capital Management's portfolio in Q1 2026, its #11 holding.
  • Accent Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Accent Capital Management's JPMorgan Chase position peaked at $4.97M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Accent Capital Management's 13F filing for Q1 2026, filed 11 May 2026.