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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Accretive Wealth Partners's JPM Position: Q1 2026 in Review

Accretive Wealth Partners increased its JPMorgan Chase (JPM) stake by 39% in Q1 2026, buying an estimated $106K and bringing the position to 1,241 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #133.

Accretive Wealth Partners first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Accretive Wealth Partners held 1,241 shares of JPMorgan Chase worth $365K as of Q1 2026.
  • Accretive Wealth Partners bought 349 JPMorgan Chase shares in Q1 2026, an estimated $106K.
  • JPMorgan Chase made up 0.1% of Accretive Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • Accretive Wealth Partners first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.