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Elevate Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Elevate Wealth Advisory’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 		$278K Buy
945
+11
+1% +$3.34K 0.18% 66
2025
Q4 		$301K Buy
934
+14
+2% +$4.33K 0.21% 58
2025
Q3 		$290K Sell
920
-3
-0.3% -$892 0.21% 60
2025
Q2 		$267K Buy
923
+78
+9% +$19.9K 0.19% 66
2025
Q1 		$207K Buy
+845
New +$215K 0.15% 72

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

Elevate Wealth Advisory's JPM Position: Q1 2026 in Review

Elevate Wealth Advisory increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $3.34K and bringing the position to 945 shares worth $278K. The position accounts for 0.18% of the portfolio, ranked #66.

Elevate Wealth Advisory first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elevate Wealth Advisory held 945 shares of JPMorgan Chase worth $278K as of Q1 2026.
  • Elevate Wealth Advisory bought 11 JPMorgan Chase shares in Q1 2026, an estimated $3.34K.
  • JPMorgan Chase made up 0.18% of Elevate Wealth Advisory's portfolio in Q1 2026, its #66 holding.
  • Elevate Wealth Advisory first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Elevate Wealth Advisory's JPMorgan Chase position peaked at $301K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.