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Accredited Investor Services’s JPMorgan Chase JPM Stock Holding History

Accredited Investor Services’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
2025
Q1 		– Sell
-2,522
Closed -$605K – 86
2024
Q4 		$605K Buy
+2,522
New +$587K 0.48% 25

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Accredited Investor Services's JPM Position: Q1 2025 in Review

Accredited Investor Services sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 2,522 shares — an estimated $605K sold.

Accredited Investor Services first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $605K in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Accredited Investor Services reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Accredited Investor Services sold 2,522 JPMorgan Chase shares in Q1 2025, an estimated $605K.
  • Accredited Investor Services first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
  • Accredited Investor Services's JPMorgan Chase position peaked at $605K in Q4 2024.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Accredited Investor Services's 13F filing for Q1 2025, filed 2 May 2025.