Accretive Wealth Partners
JPM icon

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
Q3 		$430K Buy
1,300
+208
+19% +$72.8K 0.09% 128
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accretive Wealth Partners's JPM Position: Q3 2026 in Review

Accretive Wealth Partners increased its JPMorgan Chase (JPM) stake by 19% in Q3 2026, buying an estimated $72.8K and bringing the position to 1,300 shares worth $430K. The position accounts for 0.09% of the portfolio, ranked #128.

Accretive Wealth Partners first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Accretive Wealth Partners held 1,300 shares of JPMorgan Chase worth $430K as of Q3 2026.
  • Accretive Wealth Partners bought 208 JPMorgan Chase shares in Q3 2026, an estimated $72.8K.
  • JPMorgan Chase made up 0.09% of Accretive Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Accretive Wealth Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.