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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Access Investment Management's JPM Position: Q1 2026 in Review

Access Investment Management reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $3.08M and leaving 35,250 shares worth $10.4M. The position accounts for 2.76% of the portfolio, ranked #10.

Access Investment Management first reported a position in JPM in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.6M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Access Investment Management held 35,250 shares of JPMorgan Chase worth $10.4M as of Q1 2026.
Access Investment Management sold 10,142 JPMorgan Chase shares in Q1 2026, an estimated $3.08M.
JPMorgan Chase made up 2.76% of Access Investment Management's portfolio in Q1 2026, its #10 holding.
Access Investment Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 9 quarters since.
Access Investment Management's JPMorgan Chase position peaked at $14.6M in Q2 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.