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Elefante Mark B’s JPMorgan Chase JPM Stock Holding History

Elefante Mark B’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Hold
772
– – 0.12% 56
2025
Q4 		$249K Hold
772
– – 0.15% 55
2025
Q3 		$244K Sell
772
-25
-3% -$7.43K 0.16% 55
2025
Q2 		$231K Buy
+797
New +$203K 0.17% 56

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elefante Mark B's JPM Position: Q1 2026 in Review

Elefante Mark B held its JPMorgan Chase (JPM) position steady in Q1 2026 at 772 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #56.

Elefante Mark B first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elefante Mark B held 772 shares of JPMorgan Chase worth $227K as of Q1 2026.
  • Elefante Mark B left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.12% of Elefante Mark B's portfolio in Q1 2026, its #56 holding.
  • Elefante Mark B first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Elefante Mark B's JPMorgan Chase position peaked at $249K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elefante Mark B's 13F filing for Q1 2026, filed 15 May 2026.