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Elevate Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Elevate Capital 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
2025
Q2 		– Sell
-3,022
Closed -$741K – 70
2025
Q1 		$741K Sell
3,022
-2,235
-43% -$570K 0.69% 52
2024
Q4 		$1.26M Buy
+5,257
New +$1.22M 1.11% 40

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Elevate Capital Advisors's JPM Position: Q2 2025 in Review

Elevate Capital Advisors sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 3,022 shares — an estimated $741K sold.

Elevate Capital Advisors first reported a position in JPM in Q4 2024 and held it in 2 quarters. The position peaked at $1.26M in Q4 2024. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • Elevate Capital Advisors reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 3,022 JPMorgan Chase shares in Q2 2025, an estimated $741K.
  • Elevate Capital Advisors first reported a position in JPMorgan Chase in Q4 2024 and held it in 2 quarters.
  • Elevate Capital Advisors's JPMorgan Chase position peaked at $1.26M in Q4 2024.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Elevate Capital Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.