Elevatus Welath Management’s JPMorgan Chase JPM Stock Holding History

Elevatus Welath Management’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	$1.67M	Buy	5,101 +293	+6%	+$91K	0.41%	59
2026 Q1	$1.41M	Sell	4,808 -10,433	-68%	-$3.17M	0.74%	37
2025 Q4	$4.91M	Buy	15,241 +194	+1%	+$60.1K	1.34%	20
2025 Q3	$4.75M	Buy	15,047 +281	+2%	+$83.6K	1.37%	20
2025 Q2	$4.28M	Buy	14,766 +10,650	+259%	+$2.72M	1.43%	24
2025 Q1	$1.01M	Sell	4,116 -846	-17%	-$216K	0.57%	33
2024 Q4	$1.19M	Buy	4,962 +679	+16%	+$158K	0.41%	33
2024 Q3	$903K	Buy	4,283 +2,226	+108%	+$469K	0.3%	42
2024 Q2	$416K	Sell	2,057 -111	-5%	-$21.7K	0.16%	69
2024 Q1	$434K	Sell	2,168 -1,257	-37%	-$227K	0.17%	58
2023 Q4	$583K	Buy	3,425 +1,926	+128%	+$292K	0.26%	47
2023 Q3	$217K	Buy	+1,499	New	+$225K	0.2%	62

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elevatus Welath Management's JPM Position: Q2 2026 in Review

Elevatus Welath Management increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $91K and bringing the position to 5,101 shares worth $1.67M. The position accounts for 0.41% of the portfolio, ranked #59.

Elevatus Welath Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.91M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elevatus Welath Management held 5,101 shares of JPMorgan Chase worth $1.67M as of Q2 2026.
Elevatus Welath Management bought 293 JPMorgan Chase shares in Q2 2026, an estimated $91K.
JPMorgan Chase made up 0.41% of Elevatus Welath Management's portfolio in Q2 2026, its #59 holding.
Elevatus Welath Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Elevatus Welath Management's JPMorgan Chase position peaked at $4.91M in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.