Elm3 Financial Group’s JPMorgan Chase JPM Stock Holding History

Elm3 Financial Group’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 Q3	$587K	Sell	1,774 -37	-2%	-$12.9K	0.39%	65
2026 Q2	$593K	Hold	1,811	–	–	0.41%	66
2026 Q1	$533K	Buy	1,811 +9	+0.5%	+$2.73K	0.45%	60
2025 Q4	$581K	Buy	1,802 +72	+4%	+$22.3K	0.48%	52
2025 Q3	$546K	Buy	1,730 +96	+6%	+$28.6K	0.45%	51
2025 Q2	$474K	Sell	1,634 -21	-1%	-$5.36K	0.39%	58
2025 Q1	$406K	Sell	1,655 -20	-1%	-$5.1K	0.36%	63
2024 Q4	$402K	Buy	+1,675	New	+$390K	0.34%	57

Other funds holding JPM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elm3 Financial Group's JPM Position: Q3 2026 in Review

Elm3 Financial Group reduced its JPMorgan Chase (JPM) stake by 2% in Q3 2026, selling an estimated $12.9K and leaving 1,774 shares worth $587K. The position accounts for 0.39% of the portfolio, ranked #65.

Elm3 Financial Group first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $593K in Q2 2026. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Elm3 Financial Group held 1,774 shares of JPMorgan Chase worth $587K as of Q3 2026.
Elm3 Financial Group sold 37 JPMorgan Chase shares in Q3 2026, an estimated $12.9K.
JPMorgan Chase made up 0.39% of Elm3 Financial Group's portfolio in Q3 2026, its #65 holding.
Elm3 Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Elm3 Financial Group's JPMorgan Chase position peaked at $593K in Q2 2026.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.