Elser Financial Planning’s JPMorgan Chase JPM Stock Holding History

Elser Financial Planning’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	$2.36M	Sell	7,205 -748	-9%	-$232K	0.1%	33
2026 Q1	$2.32M	Buy	+7,953	New	+$2.41M	0.11%	33
2025 Q1	–	Sell	-5,592	Closed	-$1.34M	–	91
2024 Q4	$1.34M	Buy	+5,592	New	+$1.3M	0.08%	32
2024 Q3	–	Sell	-5,374	Closed	-$1.09M	–	92
2024 Q2	$1.09M	Buy	+5,374	New	+$1.05M	0.18%	33

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elser Financial Planning's JPM Position: Q2 2026 in Review

Elser Financial Planning reduced its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, selling an estimated $232K and leaving 7,205 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #33.

Elser Financial Planning first reported a position in JPM in Q2 2024 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Elser Financial Planning held 7,205 shares of JPMorgan Chase worth $2.36M as of Q2 2026.
Elser Financial Planning sold 748 JPMorgan Chase shares in Q2 2026, an estimated $232K.
JPMorgan Chase made up 0.1% of Elser Financial Planning's portfolio in Q2 2026, its #33 holding.
Elser Financial Planning first reported a position in JPMorgan Chase in Q2 2024 and has held it in 4 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.