Elevate Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,022	Closed	-$741K	–	70
2025 Q1	$741K	Sell	3,022 -2,235	-43%	-$548K	0.69%	52
2024 Q4	$1.26M	Buy	+5,257	New	+$1.26M	1.11%	40