JPMorgan Chase & Co. shares owned by Accel Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 8.1k | 315.42 |
| 2025-06-30 | $2.4M | 8.2k | 289.90 |
| 2025-03-31 | $2.0M | 8.4k | 245.30 |
| 2024-12-31 | $2.0M | 8.5k | 239.72 |
| 2024-09-30 | $1.9M | 8.8k | 210.86 |
| 2024-06-30 | $1.8M | 8.7k | 202.27 |
| 2024-03-31 | $1.6M | 8.0k | 200.30 |
| 2023-12-31 | $1.4M | 8.0k | 170.10 |
| 2023-09-30 | $1.1M | 7.9k | 145.02 |
| 2023-06-30 | $1.1M | 7.8k | 145.44 |
| 2023-03-31 | $1.0M | 7.7k | 130.31 |
| 2022-12-31 | $1.1M | 8.1k | 134.09 |
| 2022-09-30 | $975k | 8.6k | 112.76 |
| 2022-06-30 | $976k | 8.6k | 112.98 |
| 2022-03-31 | $1.2M | 8.7k | 135.32 |
| 2021-12-31 | $1.4M | 8.7k | 158.34 |
| 2021-09-30 | $1.3M | 8.1k | 163.73 |
| 2021-06-30 | $1.3M | 8.1k | 155.58 |
| 2021-03-31 | $1.2M | 8.0k | 152.20 |
| 2020-12-31 | $995k | 7.8k | 127.06 |