Acima Private Wealth’s JPMorgan Chase JPM Stock Holding History

Acima Private Wealth’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	$96.9K	Hold	296	–	–	0.03%	125
2026 Q1	$87.1K	Hold	296	–	–	0.03%	130
2025 Q4	$95.4K	Sell	296 -273	-48%	-$84.5K	0.03%	127
2025 Q3	$179K	Hold	569	–	–	0.06%	119
2025 Q2	$165K	Hold	569	–	–	0.06%	122
2025 Q1	$140K	Hold	569	–	–	0.05%	125
2024 Q4	$136K	Hold	569	–	–	0.05%	129
2024 Q3	$120K	Hold	569	–	–	0.04%	133
2024 Q2	$115K	Hold	569	–	–	0.04%	129
2024 Q1	$114K	Hold	569	–	–	0.04%	132
2023 Q4	$96.8K	Hold	569	–	–	0.04%	144
2023 Q3	$82.5K	Hold	569	–	–	0.04%	151
2023 Q2	$82.8K	Hold	569	–	–	0.04%	155
2023 Q1	$74.1K	Buy	569 +110	+24%	+$15.1K	0.04%	159
2022 Q4	$61.6K	Hold	459	–	–	0.03%	152
2022 Q3	$48K	Hold	459	–	–	0.02%	155
2022 Q2	$51.7K	Hold	459	–	–	0.03%	158
2022 Q1	$63K	Hold	459	–	–	0.03%	159
2021 Q4	$73K	Hold	459	–	–	0.03%	157
2021 Q3	$75K	Hold	459	–	–	0.03%	153
2021 Q2	$71K	Hold	459	–	–	0.03%	153
2021 Q1	$70K	Hold	459	–	–	0.03%	152
2020 Q4	$58K	Hold	459	–	–	0.03%	152
2020 Q3	$44K	Sell	459 -652	-59%	-$64K	0.03%	156
2020 Q2	$105K	Hold	1,111	–	–	0.07%	139
2020 Q1	$100K	Hold	1,111	–	–	0.08%	145
2019 Q4	$155K	Hold	1,111	–	–	0.11%	150
2019 Q3	$130K	Buy	1,111 +175	+19%	+$19.8K	0.1%	151
2019 Q2	$105K	Hold	936	–	–	0.08%	154
2019 Q1	$95K	Buy	936 +544	+139%	+$56K	0.08%	152
2018 Q4	$38K	Buy	+392	New	+$41.8K	0.04%	169

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Acima Private Wealth's JPM Position: Q2 2026 in Review

Acima Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 296 shares worth $96.9K. The position accounts for 0.03% of the portfolio, ranked #125.

Acima Private Wealth first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $179K in Q3 2025. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Acima Private Wealth held 296 shares of JPMorgan Chase worth $96.9K as of Q2 2026.
Acima Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.03% of Acima Private Wealth's portfolio in Q2 2026, its #125 holding.
Acima Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's JPMorgan Chase position peaked at $179K in Q3 2025.
2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.