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Disclosery

Accel Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 7,968 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,968 shares
    Change vs previous 13F -115 shares

    0.59% of the 13F portfolio, value $2,608,250.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,083 shares
    Change vs previous 13F -8 shares

    0.62% of the 13F portfolio, value $2,377,719.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,091 shares
    Change vs previous 13F +30 shares

    0.71% of the 13F portfolio, value $2,607,222.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,061 shares
    Change vs previous 13F -143 shares

    0.74% of the 13F portfolio, value $2,542,609.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,204 shares
    Change vs previous 13F -146 shares

    0.79% of the 13F portfolio, value $2,378,356.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,350 shares
    Change vs previous 13F -143 shares

    0.74% of the 13F portfolio, value $2,048,257.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,493 shares
    Change vs previous 13F -343 shares

    0.77% of the 13F portfolio, value $2,035,972.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,836 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,863,153.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).