Elevation Wealth Partners
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Elevation Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Elevation Wealth Partners’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
Q3 		$1.12M Sell
3,382
-27
-0.8% -$9.44K 0.31% 48
2026
Q2 		$1.12M Buy
3,409
+181
+6% +$56.2K 0.33% 47
2026
Q1 		$950K Buy
3,228
+50
+2% +$15.2K 0.34% 46
2025
Q4 		$1.02M Sell
3,178
-252
-7% -$78K 0.36% 43
2025
Q3 		$1.08M Buy
3,430
+157
+5% +$46.7K 0.39% 44
2025
Q2 		$949K Sell
3,273
-14
-0.4% -$3.57K 0.37% 47
2025
Q1 		$806K Sell
3,287
-13
-0.4% -$3.31K 0.35% 49
2024
Q4 		$791K Buy
3,300
+20
+0.6% +$4.66K 0.33% 46
2024
Q3 		$692K Buy
3,280
+1
+0% +$211 0.3% 52
2024
Q2 		$663K Buy
3,279
+1
+0% +$196 0.31% 51
2024
Q1 		$657K Sell
3,278
-17
-0.5% -$3.07K 0.33% 50
2023
Q4 		$478K Buy
3,295
+2,560
+348% +$388K 0.29% 63
2023
Q3 		$107K Buy
735
+1
+0.1% +$150 0.09% 89
2023
Q2 		$107K Hold
734
– – 0.09% 96
2023
Q1 		$95.6K Buy
+734
New +$101K 0.09% 106

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's JPM Position: Q3 2026 in Review

Elevation Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.79% in Q3 2026, selling an estimated $9.44K and leaving 3,382 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #48.

Elevation Wealth Partners first reported a position in JPM in Q1 2023 and has held it in 15 quarters since. 2,005 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Elevation Wealth Partners held 3,382 shares of JPMorgan Chase worth $1.12M as of Q3 2026.
  • Elevation Wealth Partners sold 27 JPMorgan Chase shares in Q3 2026, an estimated $9.44K.
  • JPMorgan Chase made up 0.31% of Elevation Wealth Partners's portfolio in Q3 2026, its #48 holding.
  • Elevation Wealth Partners first reported a position in JPMorgan Chase in Q1 2023 and has held it in 15 quarters since.
  • 2,005 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.