Access Investment Management’s JPMorgan Chase JPM Stock Holding History

Access Investment 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	$11.5M	Hold	35,250	–	–	2.95%	11
2026 Q1	$10.4M	Sell	35,250 -10,142	-22%	-$3.08M	2.76%	10
2025 Q4	$14.3M	Hold	45,392	–	–	3.85%	5
2025 Q3	$14.3M	Sell	45,392 -5,000	-10%	-$1.49M	3.85%	5
2025 Q2	$14.6M	Buy	+50,392	New	+$12.9M	4.16%	5
2024 Q4	$12M	Hold	50,000	–	–	3.47%	9
2024 Q3	$10.5M	Sell	50,000 -10,000	-17%	-$2.11M	3.21%	9
2024 Q2	$12.1M	Hold	60,000	–	–	3.94%	7
2024 Q1	$12M	Hold	60,000	–	–	3.97%	7
2023 Q4	$10.2M	Buy	+60,000	New	+$9.09M	3.81%	8

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

Access Investment Management's JPM Position: Q2 2026 in Review

Access Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 35,250 shares worth $11.5M. The position accounts for 2.95% of the portfolio, ranked #11.

Access Investment Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.6M in Q2 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Access Investment Management held 35,250 shares of JPMorgan Chase worth $11.5M as of Q2 2026.
Access Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 2.95% of Access Investment Management's portfolio in Q2 2026, its #11 holding.
Access Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Access Investment Management's JPMorgan Chase position peaked at $14.6M in Q2 2025.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.