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Acorns Advisers’s JPMorgan Chase JPM Stock Holding History

Acorns Advisers’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 		$996K Buy
3,042
+348
+13% +$108K 0.01% 52
2026
Q1 		$792K Buy
2,694
+526
+24% +$160K 0.01% 53
2025
Q4 		$699K Buy
2,168
+294
+16% +$91K 0.01% 54
2025
Q3 		$591K Buy
1,874
+282
+18% +$83.9K ﹤0.01% 54
2025
Q2 		$462K Buy
1,592
+45
+3% +$11.5K ﹤0.01% 56
2025
Q1 		$379K Buy
1,547
+100
+7% +$25.5K ﹤0.01% 53
2024
Q4 		$347K Buy
1,447
+74
+5% +$17.2K ﹤0.01% 49
2024
Q3 		$290K Buy
1,373
+202
+17% +$42.5K ﹤0.01% 47
2024
Q2 		$237K Buy
+1,171
New +$229K ﹤0.01% 45

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 $3.37T AUM 44.26% 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

Acorns Advisers's JPM Position: Q2 2026 in Review

Acorns Advisers increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $108K and bringing the position to 3,042 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #52.

Acorns Advisers first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Acorns Advisers held 3,042 shares of JPMorgan Chase worth $996K as of Q2 2026.
  • Acorns Advisers bought 348 JPMorgan Chase shares in Q2 2026, an estimated $108K.
  • JPMorgan Chase made up 0.01% of Acorns Advisers's portfolio in Q2 2026, its #52 holding.
  • Acorns Advisers first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Acorns Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.