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 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 $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

Accordant Advisory Group's JPM Position: Q1 2026 in Review

Accordant Advisory Group opened a new position in JPMorgan Chase (JPM) in Q1 2026: 109 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings. This is a return to the name: Accordant Advisory Group previously reported a position in JPM as recently as Q3 2025.

Accordant Advisory Group first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $969K in Q1 2024. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Accordant Advisory Group held 109 shares of JPMorgan Chase worth $32.1K as of Q1 2026.
JPMorgan Chase was a new Accordant Advisory Group position in Q1 2026.
JPMorgan Chase made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #109 holding.
Accordant Advisory Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
Accordant Advisory Group's JPMorgan Chase position peaked at $969K in Q1 2024.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.