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Acropolis Investment Management’s JPMorgan Chase JPM Stock Holding History

Acropolis Investment 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
Q2 		$6.63M Sell
20,265
-11
-0.1% -$3.42K 0.26% 41
2026
Q1 		$5.96M Sell
20,276
-295
-1% -$89.5K 0.26% 42
2025
Q4 		$6.63M Sell
20,571
-1,122
-5% -$347K 0.3% 41
2025
Q3 		$6.29M Buy
21,693
+1,540
+8% +$458K 0.32% 36
2025
Q2 		$5.84M Buy
20,153
+48
+0.2% +$12.2K 0.32% 34
2025
Q1 		$4.93M Sell
20,105
-100
-0.5% -$25.5K 0.29% 38
2024
Q4 		$4.84M Sell
20,205
-40
-0.2% -$9.32K 0.29% 38
2024
Q3 		$4.27M Buy
20,245
+139
+0.7% +$29.3K 0.25% 38
2024
Q2 		$4.07M Buy
20,106
+672
+3% +$131K 0.26% 40
2024
Q1 		$3.89M Sell
19,434
-225
-1% -$40.6K 0.25% 40
2023
Q4 		$3.34M Sell
19,659
-266
-1% -$40.3K 0.23% 44
2023
Q3 		$2.89M Buy
19,925
+899
+5% +$135K 0.22% 46
2023
Q2 		$2.77M Buy
19,026
+240
+1% +$33K 0.22% 51
2023
Q1 		$2.45M Buy
18,786
+286
+2% +$39.2K 0.2% 50
2022
Q4 		$2.48M Buy
18,500
+402
+2% +$50.9K 0.22% 42
2022
Q3 		$1.89M Sell
18,098
-141
-0.8% -$16.2K 0.19% 49
2022
Q2 		$2.05M Sell
18,239
-438
-2% -$54.3K 0.2% 45
2022
Q1 		$2.55M Sell
18,677
-125
-0.7% -$18.5K 0.23% 44
2021
Q4 		$2.98M Buy
18,802
+475
+3% +$78K 0.27% 36
2021
Q3 		$2.98M Buy
18,327
+316
+2% +$49.5K 0.36% 35
2021
Q2 		$2.8M Buy
18,011
+107
+0.6% +$16.8K 0.27% 36
2021
Q1 		$2.73M Buy
17,904
+1,020
+6% +$147K 0.28% 35
2020
Q4 		$2.15M Buy
16,884
+651
+4% +$72.8K 0.24% 38
2020
Q3 		$1.56M Sell
16,233
-7
-0% -$687 0.19% 44
2020
Q2 		$1.53M Buy
16,240
+1,789
+12% +$170K 0.2% 41
2020
Q1 		$1.3M Buy
14,451
+2,950
+26% +$358K 0.2% 44
2019
Q4 		$1.55M Buy
11,501
+1,108
+11% +$142K 0.21% 44
2019
Q3 		$1.22M Buy
10,393
+352
+4% +$39.8K 0.18% 53
2019
Q2 		$1.12M Sell
10,041
-25
-0.2% -$2.76K 0.17% 55
2019
Q1 		$1.02M Buy
10,066
+520
+5% +$53.6K 0.16% 60
2018
Q4 		$932K Buy
9,546
+417
+5% +$44.4K 0.16% 59
2018
Q3 		$1.03M Buy
9,129
+233
+3% +$26.4K 0.17% 53
2018
Q2 		$927K Sell
8,896
-4,842
-35% -$531K 0.15% 58
2018
Q1 		$1.51M Buy
13,738
+1,645
+14% +$186K 0.25% 44
2017
Q4 		$1.29M Sell
12,093
-271
-2% -$27.4K 0.2% 50
2017
Q3 		$1.18M Sell
12,364
-2,190
-15% -$202K 0.19% 51
2017
Q2 		$1.33M Sell
14,554
-256
-2% -$22.1K 0.23% 51
2017
Q1 		$1.3M Sell
14,810
-610
-4% -$53.8K 0.23% 52
2016
Q4 		$1.33M Sell
15,420
-20
-0.1% -$1.52K 0.25% 47
2016
Q3 		$1.03M Buy
15,440
+19
+0.1% +$1.24K 0.19% 62
2016
Q2 		$958K Sell
15,421
-60
-0.4% -$3.75K 0.18% 63
2016
Q1 		$917K Buy
15,481
+1,185
+8% +$69.2K 0.18% 65
2015
Q4 		$944K Buy
14,296
+1,385
+11% +$90.2K 0.19% 63
2015
Q3 		$787K Buy
12,911
+965
+8% +$63.2K 0.16% 68
2015
Q2 		$809K Buy
11,946
+340
+3% +$22.2K 0.16% 64
2015
Q1 		$703K Buy
11,606
+1,630
+16% +$96.5K 0.13% 72
2014
Q4 		$624K Buy
9,976
+776
+8% +$46.7K 0.12% 74
2014
Q3 		$554K Buy
9,200
+1,679
+22% +$98.1K 0.11% 76
2014
Q2 		$433K Buy
7,521
+3,900
+108% +$219K 0.09% 89
2014
Q1 		$220K Buy
3,621
+100
+3% +$5.78K 0.04% 106
2013
Q4 		$206K Hold
3,521
– – 0.04% 107
2013
Q3 		$182K Buy
3,521
+192
+6% +$10.3K 0.04% 111
2013
Q2 		$176K Buy
+3,329
New +$169K 0.04% 98

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Acropolis Investment Management's JPM Position: Q2 2026 in Review

Acropolis Investment Management reduced its JPMorgan Chase (JPM) stake by 0.05% in Q2 2026, selling an estimated $3.42K and leaving 20,265 shares worth $6.63M. The position accounts for 0.26% of the portfolio, ranked #41.

Acropolis Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 3,139 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Acropolis Investment Management held 20,265 shares of JPMorgan Chase worth $6.63M as of Q2 2026.
  • Acropolis Investment Management sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.26% of Acropolis Investment Management's portfolio in Q2 2026, its #41 holding.
  • Acropolis Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 3,139 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.