Access Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.07M | Sell |
6,330
-33
| -0.5% | -$10.2K | 0.68% | 25 |
|
|
2026
Q1 | $1.87M | Sell |
6,363
-114
| -2% | -$34.6K | 0.66% | 24 |
|
|
2025
Q4 | $2.09M | Sell |
6,477
-71
| -1% | -$22K | 0.76% | 21 |
|
|
2025
Q3 | $2.07M | Sell |
6,548
-76
| -1% | -$22.6K | 0.75% | 19 |
|
|
2025
Q2 | $1.92M | Hold |
6,624
| – | – | 0.73% | 22 |
|
|
2025
Q1 | $1.62M | Sell |
6,624
-730
| -10% | -$186K | 0.65% | 31 |
|
|
2024
Q4 | $1.76M | Sell |
7,354
-105
| -1% | -$24.5K | 0.79% | 27 |
|
|
2024
Q3 | $1.57M | Buy |
7,459
+216
| +3% | +$45.5K | 0.72% | 33 |
|
|
2024
Q2 | $1.46M | Sell |
7,243
-1,013
| -12% | -$198K | 0.67% | 39 |
|
|
2024
Q1 | $1.65M | Hold |
8,256
| – | – | 0.74% | 31 |
|
|
2023
Q4 | $1.4M | Sell |
8,256
-945
| -10% | -$143K | 0.72% | 44 |
|
|
2023
Q3 | $1.33M | Hold |
9,201
| – | – | 0.8% | 40 |
|
|
2023
Q2 | $1.34M | Sell |
9,201
-40
| -0.4% | -$5.5K | 0.78% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
9,241
-1,908
| -17% | -$261K | 0.73% | 43 |
|
|
2022
Q4 | $1.5M | Sell |
11,149
-2,075
| -16% | -$263K | 0.91% | 28 |
|
|
2022
Q3 | $1.38M | Buy |
13,224
+597
| +5% | +$68.5K | 0.89% | 24 |
|
|
2022
Q2 | $1.42M | Sell |
12,627
-1,001
| -7% | -$124K | 0.81% | 31 |
|
|
2022
Q1 | $1.86M | Sell |
13,628
-880
| -6% | -$130K | 0.88% | 24 |
|
|
2021
Q4 | $2.3M | Buy |
14,508
+143
| +1% | +$23.5K | 1.03% | 16 |
|
|
2021
Q3 | $2.35M | Buy |
14,365
+1,518
| +12% | +$238K | 1.06% | 17 |
|
|
2021
Q2 | $2M | Sell |
12,847
-4,518
| -26% | -$710K | 0.93% | 30 |
|
|
2021
Q1 | $2.64M | Buy |
17,365
+1,892
| +12% | +$272K | 1.24% | 12 |
|
|
2020
Q4 | $1.97M | Sell |
15,473
-1,020
| -6% | -$114K | 0.96% | 28 |
|
|
2020
Q3 | $1.59M | Buy |
16,493
+117
| +0.7% | +$11.5K | 0.86% | 34 |
|
|
2020
Q2 | $1.54M | Sell |
16,376
-290
| -2% | -$27.5K | 1.01% | 29 |
|
|
2020
Q1 | $1.5M | Sell |
16,666
-2,287
| -12% | -$278K | 1.2% | 21 |
|
|
2019
Q4 | $2.64M | Sell |
18,953
-145
| -0.8% | -$18.6K | 1.53% | 11 |
|
|
2019
Q3 | $2.25M | Buy |
19,098
+90
| +0.5% | +$10.2K | 1.6% | 12 |
|
|
2019
Q2 | $2.13M | Buy |
19,008
+2,110
| +12% | +$233K | 1.62% | 13 |
|
|
2019
Q1 | $1.71M | Buy |
16,898
+11,845
| +234% | +$1.22M | 1.35% | 19 |
|
|
2018
Q4 | $493K | Buy |
+5,053
| New | +$538K | 0.44% | 49 |
|
Other funds holding JPM
Access Financial Services's JPM Position: Q2 2026 in Review
Access Financial Services reduced its JPMorgan Chase (JPM) stake by 0.52% in Q2 2026, selling an estimated $10.2K and leaving 6,330 shares worth $2.07M. The position accounts for 0.68% of the portfolio, ranked #25.
Access Financial Services first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.64M in Q1 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Access Financial Services held 6,330 shares of JPMorgan Chase worth $2.07M as of Q2 2026.
- Access Financial Services sold 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
- JPMorgan Chase made up 0.68% of Access Financial Services's portfolio in Q2 2026, its #25 holding.
- Access Financial Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Access Financial Services's JPMorgan Chase position peaked at $2.64M in Q1 2021.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.