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Elk River Wealth Management’s JPMorgan Chase JPM Stock Holding History

Elk River 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 		$13.1M Buy
44,621
+1,764
+4% +$535K 2.18% 13
2025
Q4 		$13.8M Sell
42,857
-915
-2% -$283K 2.22% 13
2025
Q3 		$13.8M Sell
43,772
-174
-0.4% -$51.8K 2.21% 14
2025
Q2 		$12.7M Sell
43,946
-373
-0.8% -$95.2K 2.19% 14
2025
Q1 		$10.9M Sell
44,319
-183
-0.4% -$46.7K 2.04% 14
2024
Q4 		$10.7M Sell
44,502
-425
-0.9% -$99K 1.93% 14
2024
Q3 		$9.47M Buy
44,927
+392
+0.9% +$82.6K 1.72% 16
2024
Q2 		$9.01M Buy
44,535
+259
+0.6% +$50.6K 1.76% 16
2024
Q1 		$8.87M Sell
44,276
-4,850
-10% -$875K 1.8% 16
2023
Q4 		$8.36M Buy
49,126
+264
+0.5% +$40K 1.61% 17
2023
Q3 		$7.09M Sell
48,862
-331
-0.7% -$49.6K 1.57% 20
2023
Q2 		$7.15M Sell
49,193
-966
-2% -$133K 1.53% 20
2023
Q1 		$6.54M Buy
50,159
+1,579
+3% +$216K 1.48% 22
2022
Q4 		$6.51M Sell
48,580
-168
-0.3% -$21.3K 1.58% 21
2022
Q3 		$5.09M Buy
48,748
+815
+2% +$93.5K 1.34% 25
2022
Q2 		$5.4M Sell
47,933
-261
-0.5% -$32.3K 1.37% 24
2022
Q1 		$6.57M Buy
48,194
+1,928
+4% +$285K 1.44% 21
2021
Q4 		$7.33M Buy
46,266
+866
+2% +$142K 1.66% 19
2021
Q3 		$7.43M Sell
45,400
-208
-0.5% -$32.6K 1.88% 13
2021
Q2 		$7.09M Buy
45,608
+1,270
+3% +$199K 1.84% 14
2021
Q1 		$6.75M Buy
44,338
+4,121
+10% +$593K 1.92% 15
2020
Q4 		$5.11M Buy
+40,217
New +$4.5M 1.69% 17

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

Elk River Wealth Management's JPM Position: Q1 2026 in Review

Elk River Wealth Management increased its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, buying an estimated $535K and bringing the position to 44,621 shares worth $13.1M. The position accounts for 2.18% of the portfolio, ranked #13.

Elk River Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elk River Wealth Management held 44,621 shares of JPMorgan Chase worth $13.1M as of Q1 2026.
  • Elk River Wealth Management bought 1,764 JPMorgan Chase shares in Q1 2026, an estimated $535K.
  • JPMorgan Chase made up 2.18% of Elk River Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Elk River Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's JPMorgan Chase position peaked at $13.8M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.