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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elyxium Wealth's JPM Position: Q1 2026 in Review

Elyxium Wealth increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $86.8K and bringing the position to 15,219 shares worth $4.48M. The position accounts for 1.44% of the portfolio, ranked #19.

Elyxium Wealth first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.81M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Elyxium Wealth held 15,219 shares of JPMorgan Chase worth $4.48M as of Q1 2026.
  • Elyxium Wealth bought 286 JPMorgan Chase shares in Q1 2026, an estimated $86.8K.
  • JPMorgan Chase made up 1.44% of Elyxium Wealth's portfolio in Q1 2026, its #19 holding.
  • Elyxium Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Elyxium Wealth's JPMorgan Chase position peaked at $4.81M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.