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Account Management LLC

SEC CIK
0000769954
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Account Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
13,513
Value
$4.42M
% of portfolio
4.5%
Quarters held
19
Since Q4 2021
Holdings of JPM by Account Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,513$4.42M4.5%00.0%UnchangedHolders
Q1 202613,513$3.97M4.4%00.0%UnchangedHolders
Q4 202513,513$4.35M4.7%00.0%UnchangedHolders
Q3 202513,513$4.26M4.5%00.0%UnchangedHolders
Q2 202513,513$3.92M4.3%−550−3.9%ReducedHolders
Q1 202514,063$3.45M3.8%00.0%UnchangedHolders
Q4 202414,063$3.37M3.9%−5,602−28.5%ReducedHolders
Q3 202419,665$4.15M4.9%−2,050−9.4%ReducedHolders
Q2 202421,715$4.39M5.0%−500−2.3%ReducedHolders
Q1 202422,215$4.45M4.8%00.0%UnchangedHolders
Q4 202322,215$3.78M4.5%00.0%UnchangedHolders
Q3 202322,215$3.22M4.5%−3,025−12.0%ReducedHolders
Q2 202325,240$3.67M4.9%−2,550−9.2%ReducedHolders
Q1 202327,790$3.62M4.6%00.0%UnchangedHolders
Q4 202227,790$3.73M5.3%−3,000−9.7%ReducedHolders
Q3 202230,790$3.22M4.4%−290−0.9%ReducedHolders
Q2 202231,080$3.50M4.3%−47−0.2%ReducedHolders
Q1 202231,127$4.24M4.2%+2,650+9.3%AddedHolders
Q4 202128,477$4.51M3.9%–No prior filingHolders