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Acorn Financial Advisory Services’s JPMorgan Chase JPM Stock Holding History

Acorn Financial Advisory Services’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 		$386K Sell
1,178
-117
-9% -$36.3K 0.05% 156
2026
Q1 		$381K Sell
1,295
-39
-3% -$11.8K 0.05% 146
2025
Q4 		$430K Sell
1,334
-18
-1% -$5.57K 0.06% 131
2025
Q3 		$426K Buy
1,352
+74
+6% +$22K 0.07% 128
2025
Q2 		$371K Sell
1,278
-13
-1% -$3.32K 0.06% 135
2025
Q1 		$317K Sell
1,291
-732
-36% -$187K 0.06% 140
2024
Q4 		$485K Hold
2,023
– – 0.08% 124
2024
Q3 		$427K Buy
2,023
+30
+2% +$6.32K 0.08% 124
2024
Q2 		$403K Buy
1,993
+2
+0.1% +$391 0.08% 120
2024
Q1 		$399K Sell
1,991
-497
-20% -$89.7K 0.08% 127
2023
Q4 		$424K Buy
2,488
+288
+13% +$43.6K 0.07% 159
2023
Q3 		$318K Sell
2,200
-200
-8% -$30K 0.06% 186
2023
Q2 		$349K Buy
2,400
+776
+48% +$107K 0.06% 174
2023
Q1 		$212K Sell
1,624
-17
-1% -$2.33K 0.04% 216
2022
Q4 		$220K Buy
+1,641
New +$208K 0.05% 203
2021
Q3 		– Sell
-2,807
Closed -$437K – 228
2021
Q2 		$437K Buy
2,807
+77
+3% +$12.1K 0.13% 157
2021
Q1 		$418K Sell
2,730
-283
-9% -$40.7K 0.15% 139
2020
Q4 		$384K Buy
3,013
+43
+1% +$4.81K 0.15% 150
2020
Q3 		$285K Sell
2,970
-9,645
-76% -$947K 0.15% 164
2020
Q2 		$1.19M Buy
12,615
+10,024
+387% +$951K 0.83% 24
2020
Q1 		$232K Buy
2,591
+777
+43% +$94.4K 0.23% 136
2019
Q4 		$253K Buy
+1,814
New +$233K 0.21% 139

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acorn Financial Advisory Services's JPM Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its JPMorgan Chase (JPM) stake by 9% in Q2 2026, selling an estimated $36.3K and leaving 1,178 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #156.

Acorn Financial Advisory Services first reported a position in JPM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2020. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Acorn Financial Advisory Services held 1,178 shares of JPMorgan Chase worth $386K as of Q2 2026.
  • Acorn Financial Advisory Services sold 117 JPMorgan Chase shares in Q2 2026, an estimated $36.3K.
  • JPMorgan Chase made up 0.05% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #156 holding.
  • Acorn Financial Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 22 quarters since.
  • Acorn Financial Advisory Services's JPMorgan Chase position peaked at $1.19M in Q2 2020.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.