Accel Wealth Management

Position in JPM — Jpmorgan Chase & Co

CIK 1838226 WAVERLY, IA

Position in JPM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,608,165

+$230,470 QoQ

Shares Held

7,968

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#2,727

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $4,710,970 across 4 Banks - Diversified names. JPM ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,968	$2,608,165
2	BAC	Bank Of America Corp /De/	18,391	$1,047,919
3	C	Citigroup Inc	5,381	$753,124
4	RY	Royal Bank Of Canada	1,458	$301,762

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,608,165	7,968	-1.4%	Shares	Sole	2026-07-10
2026-03-31	$2,377,695	8,083	-0.1%	Shares	Sole	2026-04-08
2025-12-31	$2,607,082	8,091	+0.4%	Shares	Sole	2026-01-20
2025-09-30	$2,542,681	8,061	-1.7%	Shares	Sole	2025-10-08
2025-06-30	$2,378,421	8,204	-1.7%	Shares	Sole	2025-07-22
2025-03-31	$2,048,255	8,350	-1.7%	Shares	Sole	2025-04-10
2024-12-31	$2,035,857	8,493	-3.9%	Shares	Sole	2025-01-21
2024-09-30	$1,863,158	8,836	+2.0%	Shares	Sole	2024-10-15
2024-06-30	$1,751,571	8,660	+8.5%	Shares	Sole	2024-07-12
2024-03-31	$1,599,195	7,984	-0.2%	Shares	Sole	2024-04-19
2023-12-31	$1,360,629	7,999	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$1,139,132	7,855	+0.3%	Shares	Sole	2023-10-19
2023-06-30	$1,138,504	7,828	+1.6%	Shares	Sole	2023-07-24
2023-03-31	$1,003,908	7,704	-5.0%	Shares	Sole	2023-04-20
2022-12-31	$1,087,014	8,106	-6.3%	Shares	Sole	2023-01-26
2022-09-30	$903,611	8,647	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$972,837	8,639	-0.7%	Shares	Sole	2022-08-03
2022-03-31	$1,185,711	8,698	+0.5%	Shares	Sole	2022-04-29
2021-12-31	$1,370,044	8,652	+6.6%	Shares	Sole	2022-01-18
2021-09-30	$1,328,671	8,117	-0.2%	Shares	Sole	2021-11-04
2021-06-30	$1,264,695	8,131	+1.7%	Shares	Sole	2021-08-03
2021-03-31	$1,217,231	7,996	+2.1%	Shares	Sole	2021-05-10
2020-12-31	$995,085	7,831	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.