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Accretive Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Accretive Wealth Partners’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 		$357K Sell
1,092
-149
-12% -$46.3K 0.09% 133
2026
Q1 		$365K Buy
1,241
+349
+39% +$106K 0.1% 133
2025
Q4 		$287K Buy
892
+157
+21% +$48.6K 0.09% 131
2025
Q3 		$232K Buy
735
+21
+3% +$6.25K 0.07% 139
2025
Q2 		$207K Buy
+714
New +$182K 0.07% 145

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Accretive Wealth Partners's JPM Position: Q2 2026 in Review

Accretive Wealth Partners reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2026, selling an estimated $46.3K and leaving 1,092 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #133.

Accretive Wealth Partners first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $365K in Q1 2026. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Accretive Wealth Partners held 1,092 shares of JPMorgan Chase worth $357K as of Q2 2026.
  • Accretive Wealth Partners sold 149 JPMorgan Chase shares in Q2 2026, an estimated $46.3K.
  • JPMorgan Chase made up 0.09% of Accretive Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Accretive Wealth Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Accretive Wealth Partners's JPMorgan Chase position peaked at $365K in Q1 2026.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.