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Element Wealth’s JPMorgan Chase JPM Stock Holding History

Element Wealth’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 		$2.38M Sell
8,093
-199
-2% -$60.4K 0.98% 22
2025
Q4 		$2.67M Buy
8,292
+110
+1% +$34.1K 1.1% 21
2025
Q3 		$2.58M Buy
8,182
+182
+2% +$54.1K 1.12% 20
2025
Q2 		$2.32M Buy
8,000
+2,449
+44% +$625K 1.07% 22
2025
Q1 		$1.36M Sell
5,551
-170
-3% -$43.3K 0.73% 27
2024
Q4 		$1.37M Sell
5,721
-43
-0.7% -$10K 0.72% 28
2024
Q3 		$1.22M Sell
5,764
-361
-6% -$76K 0.64% 32
2024
Q2 		$1.24M Buy
6,125
+256
+4% +$50K 0.7% 28
2024
Q1 		$1.18M Sell
5,869
-19
-0.3% -$3.43K 0.69% 29
2023
Q4 		$1M Buy
5,888
+213
+4% +$32.3K 0.63% 31
2023
Q3 		$823K Buy
5,675
+3
+0.1% +$450 0.59% 31
2023
Q2 		$825K Sell
5,672
-79
-1% -$10.9K 0.57% 33
2023
Q1 		$749K Buy
5,751
+111
+2% +$15.2K 0.56% 34
2022
Q4 		$756K Sell
5,640
-31
-0.5% -$3.93K 0.62% 27
2022
Q3 		$593K Buy
5,671
+199
+4% +$22.8K 0.55% 30
2022
Q2 		$616K Buy
5,472
+282
+5% +$34.9K 0.61% 30
2022
Q1 		$708K Sell
5,190
-53
-1% -$7.82K 0.57% 31
2021
Q4 		$830K Buy
5,243
+51
+1% +$8.38K 0.63% 25
2021
Q3 		$850K Sell
5,192
-3
-0.1% -$470 0.68% 22
2021
Q2 		$808K Buy
5,195
+70
+1% +$11K 0.63% 24
2021
Q1 		$780K Sell
5,125
-3
-0.1% -$432 0.65% 22
2020
Q4 		$652K Sell
5,128
-273
-5% -$30.5K 0.6% 29
2020
Q3 		$520K Buy
5,401
+746
+16% +$73.3K 0.56% 29
2020
Q2 		$438K Buy
4,655
+385
+9% +$36.5K 0.5% 36
2020
Q1 		$384K Buy
4,270
+2,725
+176% +$331K 0.53% 40
2019
Q4 		$215K Buy
+1,545
New +$198K 0.22% 67

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

Element Wealth's JPM Position: Q1 2026 in Review

Element Wealth reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $60.4K and leaving 8,093 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #22.

Element Wealth first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.67M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Element Wealth held 8,093 shares of JPMorgan Chase worth $2.38M as of Q1 2026.
  • Element Wealth sold 199 JPMorgan Chase shares in Q1 2026, an estimated $60.4K.
  • JPMorgan Chase made up 0.98% of Element Wealth's portfolio in Q1 2026, its #22 holding.
  • Element Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's JPMorgan Chase position peaked at $2.67M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.