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
2014 Q4	–	Sell	-781	Closed	-$30K	–	256
2014 Q3	$30K	Buy	781 +666	+579%	+$38.9K	0.03%	155
2014 Q2	$3K	Buy	+115	New	+$6.46K	﹤0.01%	359
2014 Q1	–	Sell	-151	Closed	-$13K	–	515
2013 Q4	$13K	Buy	+151	New	+$8.27K	0.01%	329

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

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. 5,052 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.
5,052 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.