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JPMorgan Chase & Co. shares owned by Accelerate Investment Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Accelerate Investment Advisors from 13F filings

Historical chart of Accelerate Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Accelerate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 2.7k 315.46
2025-06-30 $782k 2.7k 289.87
2025-03-31 $630k 2.6k 245.26
2024-12-31 $488k 2.0k 239.70
2024-09-30 $229k 1.1k 210.86

More positions owned by Accelerate Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Accelerate Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.