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Elevated Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Elevated Capital Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Hold
5,481
– – 0.38% 63
2025
Q1 		$1.34M Sell
5,481
-446
-8% -$109K 0.38% 63
2024
Q4 		$1.42M Buy
5,927
+2,874
+94% +$689K 0.39% 54
2024
Q3 		$644K Buy
+3,053
New +$644K 0.17% 183