Elevated Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Elevated 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
2026 Q2	$886K	Sell	2,706 -1,735	-39%	-$539K	0.24%	88
2026 Q1	$1.31M	Sell	4,441 -2,847	-39%	-$864K	0.33%	72
2025 Q4	$2.35M	Buy	7,288 +1,031	+16%	+$319K	0.55%	45
2025 Q3	$1.97M	Buy	6,257 +776	+14%	+$231K	0.49%	49
2025 Q2	$1.34M	Hold	5,481	–	–	0.38%	63
2025 Q1	$1.34M	Sell	5,481 -446	-8%	-$114K	0.38%	63
2024 Q4	$1.42M	Buy	5,927 +2,874	+94%	+$669K	0.39%	54
2024 Q3	$644K	Buy	+3,053	New	+$643K	0.17%	183

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

Elevated Capital Advisors's JPM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its JPMorgan Chase (JPM) stake by 39% in Q2 2026, selling an estimated $539K and leaving 2,706 shares worth $886K. The position accounts for 0.24% of the portfolio, ranked #88.

Elevated Capital Advisors first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elevated Capital Advisors held 2,706 shares of JPMorgan Chase worth $886K as of Q2 2026.
Elevated Capital Advisors sold 1,735 JPMorgan Chase shares in Q2 2026, an estimated $539K.
JPMorgan Chase made up 0.24% of Elevated Capital Advisors's portfolio in Q2 2026, its #88 holding.
Elevated Capital Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's JPMorgan Chase position peaked at $2.35M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.