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EWG Elevate’s JPMorgan Chase JPM Stock Holding History

EWG Elevate’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
2025
Q3 		$514K Buy
1,630
+74
+5% +$22K 0.16% 81
2025
Q2 		$451K Buy
1,556
+198
+15% +$50.5K 0.14% 98
2025
Q1 		$333K Sell
1,358
-42
-3% -$10.7K 0.12% 95
2024
Q4 		$336K Buy
1,400
+193
+16% +$45K 0.1% 118
2024
Q3 		$255K Buy
1,207
+56
+5% +$11.8K 0.1% 97
2024
Q2 		$233K Buy
1,151
+100
+10% +$19.6K 0.09% 118
2024
Q1 		$211K Buy
+1,051
New +$190K 0.08% 117
2023
Q1 		– Sell
-935
Closed -$125K – 428
2022
Q4 		$125K Buy
+935
New +$118K 0.06% 105

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EWG Elevate's JPM Position: Q3 2025 in Review

EWG Elevate increased its JPMorgan Chase (JPM) stake by 4.8% in Q3 2025, buying an estimated $22K and bringing the position to 1,630 shares worth $514K. The position accounts for 0.16% of the portfolio, ranked #81.

EWG Elevate first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • EWG Elevate held 1,630 shares of JPMorgan Chase worth $514K as of Q3 2025.
  • EWG Elevate bought 74 JPMorgan Chase shares in Q3 2025, an estimated $22K.
  • JPMorgan Chase made up 0.16% of EWG Elevate's portfolio in Q3 2025, its #81 holding.
  • EWG Elevate first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.