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Ellevest Inc’s JPMorgan Chase JPM Stock Holding History

Ellevest Inc’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 		$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

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

Ellevest Inc's JPM Position: Q1 2026 in Review

Ellevest Inc reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $19.1K and leaving 4,378 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #77.

Ellevest Inc first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.43M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ellevest Inc held 4,378 shares of JPMorgan Chase worth $1.29M as of Q1 2026.
  • Ellevest Inc sold 63 JPMorgan Chase shares in Q1 2026, an estimated $19.1K.
  • JPMorgan Chase made up 0.18% of Ellevest Inc's portfolio in Q1 2026, its #77 holding.
  • Ellevest Inc first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Ellevest Inc's JPMorgan Chase position peaked at $1.43M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.