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Accredited Wealth Management’s JPMorgan Chase JPM Stock Holding History

Accredited Wealth 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
2025
Q3 		$1.18M Sell
303
-3,520
-92% -$1.05M 0.88% 26
2025
Q2 		$1.11M Sell
3,823
-300
-7% -$76.6K 0.9% 23
2025
Q1 		$1.01M Buy
4,123
+808
+24% +$206K 0.85% 23
2024
Q4 		$795K Buy
+3,315
New +$772K 0.7% 31

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accredited Wealth Management's JPM Position: Q3 2025 in Review

Accredited Wealth Management reduced its JPMorgan Chase (JPM) stake by 92% in Q3 2025, selling an estimated $1.05M and leaving 303 shares worth $1.18M. The position accounts for 0.88% of the portfolio, ranked #26.

Accredited Wealth Management first reported a position in JPM in Q4 2024 and has held it in 4 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Accredited Wealth Management held 303 shares of JPMorgan Chase worth $1.18M as of Q3 2025.
  • Accredited Wealth Management sold 3,520 JPMorgan Chase shares in Q3 2025, an estimated $1.05M.
  • JPMorgan Chase made up 0.88% of Accredited Wealth Management's portfolio in Q3 2025, its #26 holding.
  • Accredited Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 4 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.