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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
Q2 		$4.82M Sell
14,737
-543
-4% -$169K 2.08% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Accent Capital Management's JPM Position: Q2 2026 in Review

Accent Capital Management reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $169K and leaving 14,737 shares worth $4.82M. The position accounts for 2.08% of the portfolio, ranked #12.

Accent Capital Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.97M in Q4 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Accent Capital Management held 14,737 shares of JPMorgan Chase worth $4.82M as of Q2 2026.
  • Accent Capital Management sold 543 JPMorgan Chase shares in Q2 2026, an estimated $169K.
  • JPMorgan Chase made up 2.08% of Accent Capital Management's portfolio in Q2 2026, its #12 holding.
  • Accent Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Accent Capital Management's JPMorgan Chase position peaked at $4.97M in Q4 2025.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.