Element Pointe Advisors’s JPMorgan Chase JPM Stock Holding History

Element Pointe Advisors’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	$231K	Buy	+707	New	+$220K	0.04%	83
2021 Q1	–	Sell	-3,311	Closed	-$421K	–	130
2020 Q4	$421K	Buy	3,311 +100	+3%	+$11.2K	0.16%	85
2020 Q3	$309K	Sell	3,211 -53	-2%	-$5.21K	0.14%	89
2020 Q2	$307K	Buy	3,264 +837	+34%	+$79.4K	0.16%	73
2020 Q1	$218K	Buy	2,427 +670	+38%	+$81.4K	0.13%	72
2019 Q4	$245K	Hold	1,757	–	–	0.13%	77
2019 Q3	$207K	Buy	+1,757	New	+$199K	0.12%	88
2019 Q1	–	Sell	-3,001	Closed	-$293K	–	92
2018 Q4	$293K	Buy	+3,001	New	+$320K	0.19%	55

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

Element Pointe Advisors's JPM Position: Q2 2026 in Review

Element Pointe Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 707 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #83 among its holdings. This is a return to the name: Element Pointe Advisors previously reported a position in JPM as recently as Q4 2020.

Element Pointe Advisors first reported a position in JPM in Q4 2018 and has held it in 8 quarters since. The position peaked at $421K in Q4 2020. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Element Pointe Advisors held 707 shares of JPMorgan Chase worth $231K as of Q2 2026.
JPMorgan Chase was a new Element Pointe Advisors position in Q2 2026.
JPMorgan Chase made up 0.04% of Element Pointe Advisors's portfolio in Q2 2026, its #83 holding.
Element Pointe Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 8 quarters since.
Element Pointe Advisors's JPMorgan Chase position peaked at $421K in Q4 2020.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.