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Elevated Private Wealth’s JPMorgan Chase JPM Stock Holding History

Elevated Private Wealth’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 		$1.39M Buy
+4,255
New +$1.32M 1.32% 29
2025
Q4 		$1.54M Buy
+4,779
New +$1.48M 1.59% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elevated Private Wealth's JPM Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in JPMorgan Chase (JPM) in Q2 2026: 4,255 shares worth $1.39M. The stake represents 1.32% of the portfolio and ranks #29 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in JPM as recently as Q4 2025.

Elevated Private Wealth first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elevated Private Wealth held 4,255 shares of JPMorgan Chase worth $1.39M as of Q2 2026.
  • JPMorgan Chase was a new Elevated Private Wealth position in Q2 2026.
  • JPMorgan Chase made up 1.32% of Elevated Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Elevated Private Wealth first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's JPMorgan Chase position peaked at $1.54M in Q4 2025.
  • 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.