EWP
JPM icon

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
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 $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Elevation Wealth Partners's JPM Position: Q2 2026 in Review

Elevation Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 3,409 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #47.

Elevation Wealth Partners first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 2,179 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elevation Wealth Partners held 3,409 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
  • Elevation Wealth Partners bought 181 JPMorgan Chase shares in Q2 2026, an estimated $56.2K.
  • JPMorgan Chase made up 0.33% of Elevation Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Elevation Wealth Partners first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 2,179 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.