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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
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

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

Elm3 Financial Group's JPM Position: Q2 2026 in Review

Elm3 Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,811 shares worth $593K. The position accounts for 0.41% of the portfolio, ranked #66.

Elm3 Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elm3 Financial Group held 1,811 shares of JPMorgan Chase worth $593K as of Q2 2026.
  • Elm3 Financial Group left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.41% of Elm3 Financial Group's portfolio in Q2 2026, its #66 holding.
  • Elm3 Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.