Elevation Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Buy |
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|
2025
Q2 | $949K | Sell |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $692K | Buy |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $107K | Buy |
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|
2023
Q2 | $107K | Hold |
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|
2023
Q1 | $95.6K | Buy |
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