Accuvest Global Advisors’s JPMorgan Chase JPM Stock Holding History

Accuvest Global Advisors’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	$922K	Sell	3,135 -2,848	-48%	-$864K	0.86%	28
2025 Q4	$1.93M	Sell	5,983 -817	-12%	-$253K	1.42%	23
2025 Q3	$2.15M	Sell	6,800 -252	-4%	-$74.9K	1.34%	26
2025 Q2	$2.04M	Buy	7,052 +868	+14%	+$222K	1.33%	24
2025 Q1	$1.52M	Buy	+6,184	New	+$1.58M	1.29%	21
2024 Q4	–	Sell	-6,914	Closed	-$1.46M	–	43
2024 Q3	$1.46M	Buy	+6,914	New	+$1.46M	1.25%	22
2024 Q2	–	Sell	-8,428	Closed	-$1.69M	–	69
2024 Q1	$1.69M	Buy	8,428 +2,202	+35%	+$397K	0.74%	33
2023 Q4	$1.06M	Sell	6,226 -4,279	-41%	-$648K	1.13%	21
2023 Q3	$1.52M	Buy	10,505 +855	+9%	+$128K	0.83%	35
2023 Q2	$1.4M	Sell	9,650 -3,421	-26%	-$471K	0.72%	37
2023 Q1	$1.7M	Sell	13,071 -8,515	-39%	-$1.17M	0.77%	29
2022 Q4	$2.9M	Buy	21,586 +10,474	+94%	+$1.33M	0.96%	26
2022 Q3	$1.16M	Buy	11,112 +1,109	+11%	+$127K	0.79%	35
2022 Q2	$1.13M	Buy	10,003 +4,894	+96%	+$606K	0.72%	37
2022 Q1	$696K	Buy	5,109 +875	+21%	+$129K	0.35%	54
2021 Q4	$670K	Buy	4,234 +1,181	+39%	+$194K	0.29%	59
2021 Q3	$507K	Buy	3,053 +621	+26%	+$97.4K	0.24%	62
2021 Q2	$378K	Sell	2,432 -286	-11%	-$44.9K	0.19%	61
2021 Q1	$414K	Buy	2,718 +2,034	+297%	+$293K	0.22%	62
2020 Q4	$87K	Sell	684 -2,536	-79%	-$283K	0.26%	30
2020 Q3	$310K	Sell	3,220 -4,408	-58%	-$433K	1.02%	27
2020 Q2	$717K	Sell	7,628 -380	-5%	-$36.1K	1.89%	25
2020 Q1	$721K	Buy	8,008 +7,912	+8,242%	+$961K	2.28%	19
2019 Q4	$13K	Buy	+96	New	+$12.3K	0.03%	49
2018 Q4	–	Sell	-4,274	Closed	-$482K	–	134
2018 Q3	$482K	Buy	+4,274	New	+$485K	0.18%	101
2016 Q3	–	Sell	-7,264	Closed	-$451K	–	67
2016 Q2	$451K	Sell	7,264 -2,170	-23%	-$136K	0.28%	39
2016 Q1	$559K	Hold	9,434	–	–	0.27%	42
2015 Q4	$623K	Hold	9,434	–	–	0.27%	42
2015 Q3	$575K	Hold	9,434	–	–	0.26%	39
2015 Q2	$639K	Sell	9,434 -5,265	-36%	-$344K	0.24%	47
2015 Q1	$890K	Sell	14,699 -14,699	-50%	-$870K	0.34%	33
2014 Q4	$1.84M	Buy	29,398 +24,573	+509%	+$1.48M	0.39%	32
2014 Q3	$291K	Sell	4,825 -1,715	-26%	-$100K	0.1%	56
2014 Q2	$377K	Buy	6,540 +3,160	+93%	+$178K	0.12%	60
2014 Q1	$205K	Buy	+3,380	New	+$195K	0.05%	62

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Accuvest Global Advisors's JPM Position: Q1 2026 in Review

Accuvest Global Advisors reduced its JPMorgan Chase (JPM) stake by 48% in Q1 2026, selling an estimated $864K and leaving 3,135 shares worth $922K. The position accounts for 0.86% of the portfolio, ranked #28.

Accuvest Global Advisors first reported a position in JPM in Q1 2014 and has held it in 35 quarters since. The position peaked at $2.9M in Q4 2022. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Accuvest Global Advisors held 3,135 shares of JPMorgan Chase worth $922K as of Q1 2026.
Accuvest Global Advisors sold 2,848 JPMorgan Chase shares in Q1 2026, an estimated $864K.
JPMorgan Chase made up 0.86% of Accuvest Global Advisors's portfolio in Q1 2026, its #28 holding.
Accuvest Global Advisors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 35 quarters since.
Accuvest Global Advisors's JPMorgan Chase position peaked at $2.9M in Q4 2022.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.