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 Q2	$253K	Hold	772	–	–	0.11%	56
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elefante Mark B's JPM Position: Q2 2026 in Review

Elefante Mark B held its JPMorgan Chase (JPM) position steady in Q2 2026 at 772 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #56.

Elefante Mark B first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elefante Mark B held 772 shares of JPMorgan Chase worth $253K as of Q2 2026.
Elefante Mark B left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.11% of Elefante Mark B's portfolio in Q2 2026, its #56 holding.
Elefante Mark B first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elefante Mark B's 13F filing for Q2 2026, filed 13 Aug 2026.