Accurate Wealth Management
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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
Q3 		$14M Buy
42,201
+3,475
+9% +$1.22M 1.21% 14
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 		$10M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Accurate Wealth Management's JPM Position: Q3 2026 in Review

Accurate Wealth Management increased its JPMorgan Chase (JPM) stake by 9% in Q3 2026, buying an estimated $1.22M and bringing the position to 42,201 shares worth $14M. The position accounts for 1.21% of the portfolio, ranked #14.

Accurate Wealth Management first reported a position in JPM in Q2 2021 and has held it in 22 quarters since. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Accurate Wealth Management held 42,201 shares of JPMorgan Chase worth $14M as of Q3 2026.
  • Accurate Wealth Management bought 3,475 JPMorgan Chase shares in Q3 2026, an estimated $1.22M.
  • JPMorgan Chase made up 1.21% of Accurate Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Accurate Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 22 quarters since.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.