JMPWA
ACCD

JP Morgan Private Wealth Advisors’s Accolade Inc ACCD Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$144K – 1945
2023
Q1 		$144K Hold
10,000
– – ﹤0.01% 1878
2022
Q4 		$77.9K Hold
10,000
– – ﹤0.01% 1893
2022
Q3 		$114K Sell
10,000
-185
-2% -$2.02K ﹤0.01% 1874
2022
Q2 		$75K Buy
+10,185
New +$89.1K ﹤0.01% 1883

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ACCD Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Accolade Inc (ACCD) in Q2 2023, closing a stake of 10,000 shares — an estimated $144K sold.

JP Morgan Private Wealth Advisors first reported a position in ACCD in Q2 2022 and held it in 4 quarters. The position peaked at $144K in Q1 2023. 156 funds tracked by Wall St. Rank hold ACCD as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Accolade Inc position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,000 Accolade Inc shares in Q2 2023, an estimated $144K.
  • JP Morgan Private Wealth Advisors first reported a position in Accolade Inc in Q2 2022 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's Accolade Inc position peaked at $144K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.