JP Morgan Chase’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.2K | Buy |
2,924
+46
| +2% | +$632 | ﹤0.01% | 6204 |
|
|
2025
Q4 | $38.5K | Buy |
2,878
+15
| +0.5% | +$157 | ﹤0.01% | 6326 |
|
|
2025
Q3 | $22.4K | Sell |
2,863
-462
| -14% | -$3.13K | ﹤0.01% | 6452 |
|
|
2025
Q2 | $20.3K | Buy |
3,325
+3,143
| +1,727% | +$19.5K | ﹤0.01% | 6169 |
|
|
2025
Q1 | $1.13K | Hold |
182
| – | – | ﹤0.01% | 6610 |
|
|
2024
Q4 | $1.31K | Hold |
182
| – | – | ﹤0.01% | 6695 |
|
|
2024
Q3 | $997 | Hold |
182
| – | – | ﹤0.01% | 6724 |
|
|
2024
Q2 | $817 | Sell |
182
-7,104
| -98% | -$32.4K | ﹤0.01% | 6639 |
|
|
2024
Q1 | $33.7K | Sell |
7,286
-370
| -5% | -$1.64K | ﹤0.01% | 6079 |
|
|
2023
Q4 | $37.2K | Buy |
7,656
+2,738
| +56% | +$11.7K | ﹤0.01% | 6093 |
|
|
2023
Q3 | $23.3K | Sell |
4,918
-1,128
| -19% | -$6.81K | ﹤0.01% | 6031 |
|
|
2023
Q2 | $44.5K | Buy |
+6,046
| New | +$42.1K | ﹤0.01% | 5744 |
|
|
2023
Q1 | – | Sell |
-1,096
| Closed | -$6K | – | 6823 |
|
|
2022
Q4 | $6K | Sell |
1,096
-90
| -8% | -$461 | ﹤0.01% | 6119 |
|
|
2022
Q3 | $6K | Buy |
+1,186
| New | +$8.4K | ﹤0.01% | 6055 |
|
|
2021
Q3 | – | Sell |
-242
| Closed | -$1K | – | 6548 |
|
|
2021
Q2 | $1K | Sell |
242
-20,470
| -99% | -$93.2K | ﹤0.01% | 6243 |
|
|
2021
Q1 | $104K | Buy |
20,712
+368
| +2% | +$2.1K | ﹤0.01% | 5361 |
|
|
2020
Q4 | $106K | Buy |
20,344
+14,639
| +257% | +$65.2K | ﹤0.01% | 4986 |
|
|
2020
Q3 | $24K | Sell |
5,705
-37,067
| -87% | -$156K | ﹤0.01% | 5112 |
|
|
2020
Q2 | $261K | Buy |
42,772
+33,732
| +373% | +$123K | ﹤0.01% | 4149 |
|
|
2020
Q1 | $23K | Buy |
+9,040
| New | +$20.6K | ﹤0.01% | 4913 |
|
Other funds holding ELA
MBAM
TCM
VCM
N
