Accordant Advisory Group’s JPMorgan Chase JPM Stock Holding History

Accordant Advisory Group’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	$35.7K	Hold	109	–	–	0.02%	113
2026 Q1	$32.1K	Buy	+109	New	+$33.1K	0.02%	109
2025 Q4	–	Sell	-500	Closed	-$158K	–	194
2025 Q3	$158K	Hold	500	–	–	0.11%	58
2025 Q2	$145K	Sell	500 -1	-0.2%	-$255	0.11%	61
2025 Q1	$123K	Hold	501	–	–	0.12%	46
2024 Q4	$120K	Hold	501	–	–	0.12%	50
2024 Q3	$106K	Buy	501 +1	+0.2%	+$211	0.08%	54
2024 Q2	$101K	Sell	500 -4,336	-90%	-$848K	0.1%	64
2024 Q1	$969K	Buy	+4,836	New	+$873K	0.72%	37

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

Accordant Advisory Group's JPM Position: Q2 2026 in Review

Accordant Advisory Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 109 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #113.

Accordant Advisory Group first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $969K in Q1 2024. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Accordant Advisory Group held 109 shares of JPMorgan Chase worth $35.7K as of Q2 2026.
Accordant Advisory Group left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #113 holding.
Accordant Advisory Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's JPMorgan Chase position peaked at $969K in Q1 2024.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.