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 Q2	$312K	Buy	953 +8	+0.8%	+$2.48K	0.18%	67
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 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

Elevate Wealth Advisory's JPM Position: Q2 2026 in Review

Elevate Wealth Advisory increased its JPMorgan Chase (JPM) stake by 0.85% in Q2 2026, buying an estimated $2.48K and bringing the position to 953 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #67.

Elevate Wealth Advisory first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elevate Wealth Advisory held 953 shares of JPMorgan Chase worth $312K as of Q2 2026.
Elevate Wealth Advisory bought 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
JPMorgan Chase made up 0.18% of Elevate Wealth Advisory's portfolio in Q2 2026, its #67 holding.
Elevate Wealth Advisory first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.