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Elyxium Wealth’s JPMorgan Chase JPM Stock Holding History

Elyxium Wealth’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 		$6.16M Buy
18,810
+3,591
+24% +$1.12M 0.65% 37
2026
Q1 		$4.48M Buy
15,219
+286
+2% +$86.8K 1.44% 19
2025
Q4 		$4.81M Sell
14,933
-1
-0% -$310 1.33% 20
2025
Q3 		$4.71M Buy
14,934
+93
+0.6% +$27.7K 1.64% 14
2025
Q2 		$4.3M Buy
14,841
+351
+2% +$89.6K 1.61% 15
2025
Q1 		$3.55M Buy
14,490
+9,315
+180% +$2.37M 1.57% 15
2024
Q4 		$1.24M Sell
5,175
-8,491
-62% -$1.98M 0.76% 26
2024
Q3 		$2.88M Buy
+13,666
New +$2.88M 1.59% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Elyxium Wealth's JPM Position: Q2 2026 in Review

Elyxium Wealth increased its JPMorgan Chase (JPM) stake by 24% in Q2 2026, buying an estimated $1.12M and bringing the position to 18,810 shares worth $6.16M. The position accounts for 0.65% of the portfolio, ranked #37.

Elyxium Wealth first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Elyxium Wealth held 18,810 shares of JPMorgan Chase worth $6.16M as of Q2 2026.
  • Elyxium Wealth bought 3,591 JPMorgan Chase shares in Q2 2026, an estimated $1.12M.
  • JPMorgan Chase made up 0.65% of Elyxium Wealth's portfolio in Q2 2026, its #37 holding.
  • Elyxium Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.