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Accredited Investors Inc.: JPM position timeline

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

Accredited Investors Inc. held 17,511 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,511 shares
    Change vs previous 13F -3,039 shares

    0.25% of the 13F portfolio, value $5,731,813.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 20,550 shares
    Change vs previous 13F -448 shares

    0.33% of the 13F portfolio, value $6,045,024.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 20,998 shares
    Change vs previous 13F +599 shares

    0.36% of the 13F portfolio, value $6,765,801.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 20,399 shares
    Change vs previous 13F -306 shares

    0.36% of the 13F portfolio, value $6,434,329.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 20,705 shares
    Change vs previous 13F +123 shares

    0.35% of the 13F portfolio, value $6,002,606.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 20,582 shares
    Change vs previous 13F -391 shares

    0.31% of the 13F portfolio, value $5,048,856.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 20,973 shares
    Change vs previous 13F +172 shares

    0.29% of the 13F portfolio, value $5,027,510.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 20,801 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,386,192.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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