AWM
JPM icon

Accurate Wealth Management’s JPMorgan Chase JPM Stock Holding History

Accurate 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
2026
Q2 		$13M Buy
38,726
+1,958
+5% +$608K 1.24% 12
2026
Q1 		$11.4M Buy
36,768
+98
+0.3% +$29.7K 1.37% 11
2025
Q4 		$12.1M Sell
36,670
-535
-1% -$166K 1.53% 10
2025
Q3 		$11.2M Buy
37,205
+2,537
+7% +$755K 1.5% 9
2025
Q2 		$9.99M Buy
34,668
+2,135
+7% +$545K 1.53% 9
2025
Q1 		$7.68M Buy
32,533
+1,499
+5% +$382K 1.47% 11
2024
Q4 		$7.45M Sell
31,034
-180
-0.6% -$41.9K 1.43% 11
2024
Q3 		$6.94M Buy
31,214
+2,893
+10% +$609K 1.39% 11
2024
Q2 		$5.94M Buy
28,321
+1,328
+5% +$260K 1.43% 12
2024
Q1 		$5.02M Buy
26,993
+1,887
+8% +$340K 1.47% 13
2023
Q4 		$4.28M Sell
25,106
-785
-3% -$119K 1.33% 12
2023
Q3 		$3.82M Buy
25,891
+1,314
+5% +$197K 1.2% 18
2023
Q2 		$3.68M Buy
24,577
+1,709
+7% +$235K 1.15% 17
2023
Q1 		$2.92M Buy
22,868
+1,324
+6% +$181K 1.01% 17
2022
Q4 		$2.99M Buy
21,544
+4,037
+23% +$512K 1.1% 12
2022
Q3 		$2.71M Buy
17,507
+5,493
+46% +$630K 1.13% 24
2022
Q2 		$1.37M Sell
12,014
-192
-2% -$23.8K 0.74% 32
2022
Q1 		$1.66M Buy
12,206
+6,233
+104% +$920K 0.75% 24
2021
Q4 		$1.69M Buy
5,973
+167
+3% +$27.4K 1.38% 11
2021
Q3 		$1.69M Sell
5,806
-9,770
-63% -$1.53M 1.47% 9
2021
Q2 		$2.42M Buy
+15,576
New +$2.45M 2.13% 9

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Accurate Wealth Management's JPM Position: Q2 2026 in Review

Accurate Wealth Management increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $608K and bringing the position to 38,726 shares worth $13M. The position accounts for 1.24% of the portfolio, ranked #12.

Accurate Wealth Management first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 1,974 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Accurate Wealth Management held 38,726 shares of JPMorgan Chase worth $13M as of Q2 2026.
  • Accurate Wealth Management bought 1,958 JPMorgan Chase shares in Q2 2026, an estimated $608K.
  • JPMorgan Chase made up 1.24% of Accurate Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Accurate Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 1,974 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.