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Elite Wealth Management’s JPMorgan Chase JPM Stock Holding History

Elite Wealth 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 		– Sell
-4,166
Closed -$1.34M – 57
2025
Q4 		$1.34M Buy
4,166
+91
+2% +$28.2K 0.37% 28
2025
Q3 		$1.29M Buy
4,075
+3,302
+427% +$982K 0.33% 27
2025
Q2 		$224K Buy
+773
New +$197K 0.07% 31
2019
Q1 		– Sell
-20,179
Closed -$1.97M – 39
2018
Q4 		$1.97M Buy
20,179
+190
+1% +$20.2K 1.92% 13
2018
Q3 		$2.26M Buy
19,989
+685
+4% +$77.8K 0.48% 13
2018
Q2 		$2.01M Buy
19,304
+1,413
+8% +$155K 0.72% 17
2018
Q1 		$1.97M Buy
17,891
+701
+4% +$79.4K 1.61% 18
2017
Q4 		$1.84M Buy
+17,190
New +$1.74M 1.55% 16
2016
Q3 		$35K Buy
+523
New +$34.1K 0.06% 72
2014
Q4 		– Sell
-26,178
Closed -$1.58M – 255
2014
Q3 		$1.58M Buy
26,178
+5,660
+28% +$331K 1.42% 9
2014
Q2 		$1.18M Sell
20,518
-16,594
-45% -$933K 1.18% 15
2014
Q1 		$2.25M Buy
37,112
+18,689
+101% +$1.08M 1.82% 9
2013
Q4 		$1.08M Buy
18,423
+16,035
+671% +$878K 0.79% 34
2013
Q3 		$123K Sell
2,388
-247
-9% -$13.2K 0.11% 106
2013
Q2 		$139K Buy
+2,635
New +$134K 0.2% 59

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

Elite Wealth Management's JPM Position: Q1 2026 in Review

Elite Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 4,166 shares — an estimated $1.34M sold.

Elite Wealth Management first reported a position in JPM in Q2 2013 and held it in 15 quarters. The position peaked at $2.26M in Q3 2018. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elite Wealth Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Elite Wealth Management sold 4,166 JPMorgan Chase shares in Q1 2026, an estimated $1.34M.
  • Elite Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
  • Elite Wealth Management's JPMorgan Chase position peaked at $2.26M in Q3 2018.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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