EPM
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Elm Partners Management’s JPMorgan Chase JPM Stock Holding History

Elm Partners 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
Q2 		$1.35M Hold
4,138
– – 0.05% 71
2026
Q1 		$1.17M Buy
4,138
+24
+0.6% +$7.28K 0.05% 68
2025
Q4 		$1.33M Buy
4,114
+204
+5% +$63.2K 0.06% 62
2025
Q3 		$1.23M Buy
+3,910
New +$1.16M 0.06% 66

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Elm Partners Management's JPM Position: Q2 2026 in Review

Elm Partners Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,138 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #71.

Elm Partners Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 3,307 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elm Partners Management held 4,138 shares of JPMorgan Chase worth $1.35M as of Q2 2026.
  • Elm Partners Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.05% of Elm Partners Management's portfolio in Q2 2026, its #71 holding.
  • Elm Partners Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 3,307 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.