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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elevatus Welath Management's JPM Position: Q1 2026 in Review

Elevatus Welath Management reduced its JPMorgan Chase (JPM) stake by 68% in Q1 2026, selling an estimated $3.17M and leaving 4,808 shares worth $1.41M. The position accounts for 0.74% of the portfolio, ranked #37.

Elevatus Welath Management first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Elevatus Welath Management held 4,808 shares of JPMorgan Chase worth $1.41M as of Q1 2026.
Elevatus Welath Management sold 10,433 JPMorgan Chase shares in Q1 2026, an estimated $3.17M.
JPMorgan Chase made up 0.74% of Elevatus Welath Management's portfolio in Q1 2026, its #37 holding.
Elevatus Welath Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
Elevatus Welath Management's JPMorgan Chase position peaked at $4.91M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.