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Eley Financial Management’s JPMorgan Chase JPM Stock Holding History

Eley Financial 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 		$2.34M Sell
7,964
-166
-2% -$50.4K 0.85% 36
2025
Q4 		$2.62M Sell
8,130
-226
-3% -$70K 0.94% 34
2025
Q3 		$2.64M Sell
8,356
-71
-0.8% -$21.1K 0.95% 34
2025
Q2 		$2.44M Sell
8,427
-112
-1% -$28.6K 0.94% 34
2025
Q1 		$2.08M Sell
8,539
-77
-0.9% -$19.6K 0.83% 39
2024
Q4 		$2.07M Sell
8,616
-122
-1% -$28.4K 0.8% 38
2024
Q3 		$1.84M Sell
8,738
-464
-5% -$97.7K 0.74% 38
2024
Q2 		$1.86M Sell
9,202
-174
-2% -$34K 0.79% 37
2024
Q1 		$1.88M Sell
9,376
-176
-2% -$31.8K 0.81% 38
2023
Q4 		$1.62M Sell
9,552
-14
-0.1% -$2.12K 0.76% 38
2023
Q3 		$1.41M Sell
9,566
-180
-2% -$27K 0.72% 40
2023
Q2 		$1.42M Hold
9,746
– – 0.69% 42
2023
Q1 		$1.27M Sell
9,746
-224
-2% -$30.7K 0.66% 43
2022
Q4 		$1.34M Buy
+9,970
New +$1.26M 0.72% 43

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eley Financial Management's JPM Position: Q1 2026 in Review

Eley Financial Management reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $50.4K and leaving 7,964 shares worth $2.34M. The position accounts for 0.85% of the portfolio, ranked #36.

Eley Financial Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Eley Financial Management held 7,964 shares of JPMorgan Chase worth $2.34M as of Q1 2026.
  • Eley Financial Management sold 166 JPMorgan Chase shares in Q1 2026, an estimated $50.4K.
  • JPMorgan Chase made up 0.85% of Eley Financial Management's portfolio in Q1 2026, its #36 holding.
  • Eley Financial Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Eley Financial Management's JPMorgan Chase position peaked at $2.64M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.