Ellevest Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.66M | Buy |
5,942
+1,564
| +36% | +$486K | 0.2% | 76 |
|
|
2026
Q1 | $1.29M | Sell |
4,378
-63
| -1% | -$19.1K | 0.18% | 77 |
|
|
2025
Q4 | $1.43M | Buy |
4,441
+90
| +2% | +$27.9K | 0.2% | 70 |
|
|
2025
Q3 | $1.37M | Buy |
4,351
+654
| +18% | +$195K | 0.2% | 73 |
|
|
2025
Q2 | $1.07M | Sell |
3,697
-188
| -5% | -$48K | 0.17% | 92 |
|
|
2025
Q1 | $953K | Buy |
3,885
+95
| +3% | +$24.2K | 0.06% | 109 |
|
|
2024
Q4 | $908K | Sell |
3,790
-404
| -10% | -$94.1K | 0.05% | 112 |
|
|
2024
Q3 | $884K | Buy |
4,194
+34
| +0.8% | +$7.16K | 0.05% | 121 |
|
|
2024
Q2 | $841K | Sell |
4,160
-774
| -16% | -$151K | 0.05% | 118 |
|
|
2024
Q1 | $988K | Buy |
4,934
+1,440
| +41% | +$260K | 0.06% | 97 |
|
|
2023
Q4 | $594K | Buy |
3,494
+730
| +26% | +$111K | 0.04% | 154 |
|
|
2023
Q3 | $401K | Buy |
2,764
+267
| +11% | +$40K | 0.03% | 197 |
|
|
2023
Q2 | $363K | Buy |
2,497
+1,286
| +106% | +$177K | 0.03% | 227 |
|
|
2023
Q1 | $158K | Sell |
1,211
-270
| -18% | -$37K | 0.01% | 360 |
|
|
2022
Q4 | $199K | Sell |
1,481
-2
| -0.1% | -$253 | 0.02% | 303 |
|
|
2022
Q3 | $155K | Sell |
1,483
-239
| -14% | -$27.4K | 0.01% | 322 |
|
|
2022
Q2 | $194K | Sell |
1,722
-93
| -5% | -$11.5K | 0.02% | 284 |
|
|
2022
Q1 | $247K | Sell |
1,815
-299
| -14% | -$44.1K | 0.02% | 283 |
|
|
2021
Q4 | $335K | Sell |
2,114
-170
| -7% | -$27.9K | 0.03% | 190 |
|
|
2021
Q3 | $374K | Sell |
2,284
-393
| -15% | -$61.6K | 0.04% | 141 |
|
|
2021
Q2 | $416K | Sell |
2,677
-2,502
| -48% | -$393K | 0.04% | 109 |
|
|
2021
Q1 | $788K | Buy |
5,179
+664
| +15% | +$95.5K | 0.1% | 54 |
|
|
2020
Q4 | $574K | Buy |
4,515
+370
| +9% | +$41.4K | 0.08% | 59 |
|
|
2020
Q3 | $399K | Buy |
4,145
+127
| +3% | +$12.5K | 0.07% | 75 |
|
|
2020
Q2 | $378K | Buy |
4,018
+1,236
| +44% | +$117K | 0.08% | 68 |
|
|
2020
Q1 | $250K | Buy |
2,782
+635
| +30% | +$77.1K | 0.07% | 73 |
|
|
2019
Q4 | $299K | Buy |
2,147
+949
| +79% | +$122K | 0.08% | 43 |
|
|
2019
Q3 | $141K | Sell |
1,198
-35
| -3% | -$3.96K | 0.05% | 66 |
|
|
2019
Q2 | $138K | Buy |
1,233
+940
| +321% | +$104K | 0.05% | 67 |
|
|
2019
Q1 | $30K | Buy |
+293
| New | +$30.2K | 0.01% | 124 |
|
Other funds holding JPM
Ellevest Inc's JPM Position: Q2 2026 in Review
Ellevest Inc increased its JPMorgan Chase (JPM) stake by 36% in Q2 2026, buying an estimated $486K and bringing the position to 5,942 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #76.
Ellevest Inc first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Ellevest Inc held 5,942 shares of JPMorgan Chase worth $1.66M as of Q2 2026.
- Ellevest Inc bought 1,564 JPMorgan Chase shares in Q2 2026, an estimated $486K.
- JPMorgan Chase made up 0.2% of Ellevest Inc's portfolio in Q2 2026, its #76 holding.
- Ellevest Inc first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.