Elmwood Wealth Management’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 | $3.37M | Buy |
10,295
+502
| +5% | +$156K | 0.84% | 47 |
|
|
2026
Q1 | $2.88M | Sell |
9,793
-236
| -2% | -$71.6K | 0.8% | 49 |
|
|
2025
Q4 | $3.23M | Buy |
10,029
+40
| +0.4% | +$12.4K | 1.02% | 39 |
|
|
2025
Q3 | $3.15M | Buy |
9,989
+370
| +4% | +$110K | 1.12% | 34 |
|
|
2025
Q2 | $2.79M | Sell |
9,619
-198
| -2% | -$50.5K | 1.11% | 35 |
|
|
2025
Q1 | $2.41M | Sell |
9,817
-347
| -3% | -$88.5K | 0.99% | 42 |
|
|
2024
Q4 | $2.44M | Buy |
10,164
+7
| +0.1% | +$1.63K | 0.98% | 45 |
|
|
2024
Q3 | $2.14M | Sell |
10,157
-108
| -1% | -$22.7K | 0.88% | 45 |
|
|
2024
Q2 | $2.08M | Sell |
10,265
-413
| -4% | -$80.7K | 0.92% | 41 |
|
|
2024
Q1 | $2.14M | Buy |
10,678
+2,426
| +29% | +$438K | 0.92% | 35 |
|
|
2023
Q4 | $1.4M | Sell |
8,252
-3,213
| -28% | -$487K | 0.98% | 31 |
|
|
2023
Q3 | $1.66M | Sell |
11,465
-383
| -3% | -$57.4K | 0.8% | 44 |
|
|
2023
Q2 | $1.72M | Sell |
11,848
-932
| -7% | -$128K | 0.8% | 43 |
|
|
2023
Q1 | $1.67M | Buy |
12,780
+145
| +1% | +$19.9K | 0.79% | 42 |
|
|
2022
Q4 | $1.69M | Sell |
12,635
-50
| -0.4% | -$6.33K | 0.85% | 36 |
|
|
2022
Q3 | $1.33M | Buy |
12,685
+265
| +2% | +$30.4K | 0.66% | 51 |
|
|
2022
Q2 | $1.4M | Buy |
12,420
+1,740
| +16% | +$216K | 0.8% | 47 |
|
|
2022
Q1 | $1.46M | Buy |
10,680
+280
| +3% | +$41.3K | 0.75% | 54 |
|
|
2021
Q4 | $1.65M | Buy |
+10,400
| New | +$1.71M | 0.79% | 49 |
|
|
2021
Q2 | $1.56M | Hold |
10,060
| – | – | 0.82% | 43 |
|
|
2021
Q1 | $1.53M | Buy |
+10,060
| New | +$1.45M | 0.93% | 38 |
|
|
2020
Q3 | $958K | Hold |
10,185
| – | – | 0.78% | 43 |
|
|
2020
Q2 | $958K | Sell |
10,185
-2,831
| -22% | -$269K | 0.78% | 43 |
|
|
2020
Q1 | $1.43M | Buy |
13,016
+1,036
| +9% | +$126K | 1.37% | 21 |
|
|
2019
Q4 | $1.67M | Sell |
11,980
-413
| -3% | -$53K | 1.45% | 21 |
|
|
2019
Q3 | $1.46M | Sell |
12,393
-49
| -0.4% | -$5.54K | 1.48% | 22 |
|
|
2019
Q2 | $1.39M | Sell |
12,442
-199
| -2% | -$21.9K | 1.23% | 26 |
|
|
2019
Q1 | $1.28M | Sell |
12,641
-804
| -6% | -$82.8K | 1.18% | 30 |
|
|
2018
Q4 | $1.31M | Buy |
13,445
+551
| +4% | +$58.7K | 1.27% | 25 |
|
|
2018
Q3 | $1.45M | Sell |
12,894
-149
| -1% | -$16.9K | 1.21% | 25 |
|
|
2018
Q2 | $1.36M | Buy |
13,043
+27
| +0.2% | +$2.96K | 1.24% | 27 |
|
|
2018
Q1 | $1.43M | Buy |
+13,016
| New | +$1.47M | 1.37% | 21 |
|
Other funds holding JPM
Elmwood Wealth Management's JPM Position: Q2 2026 in Review
Elmwood Wealth Management increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $156K and bringing the position to 10,295 shares worth $3.37M. The position accounts for 0.84% of the portfolio, ranked #47.
Elmwood Wealth Management first reported a position in JPM in Q1 2018 and has held it in 32 quarters since. 3,257 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Elmwood Wealth Management held 10,295 shares of JPMorgan Chase worth $3.37M as of Q2 2026.
- Elmwood Wealth Management bought 502 JPMorgan Chase shares in Q2 2026, an estimated $156K.
- JPMorgan Chase made up 0.84% of Elmwood Wealth Management's portfolio in Q2 2026, its #47 holding.
- Elmwood Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 32 quarters since.
- 3,257 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.