JP Morgan Chase’s Elevance Health ELV Stock Holding History

JP Morgan Chase’s Portfolio ELV Stock Details ELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.12M	Sell	25,000 -15,500	-38%	-$5.09M	﹤0.01%	2992
2025 Q4	$14.2M	Sell	40,500 -12,500	-24%	-$4.22M	﹤0.01%	2374
2025 Q3	$17.1M	Buy	53,000 +30,600	+137%	+$9.52M	﹤0.01%	2224
2025 Q2	$8.71M	Sell	22,400 -3,100	-12%	-$1.25M	﹤0.01%	2679
2025 Q1	$11.1M	Sell	25,500 -10,900	-30%	-$4.38M	﹤0.01%	2443
2024 Q4	$13.4M	Buy	36,400 +10,000	+38%	+$4.18M	﹤0.01%	2423
2024 Q3	$13.7M	Buy	26,400 +12,500	+90%	+$6.68M	﹤0.01%	2332
2024 Q2	$7.53M	Sell	13,900 -14,900	-52%	-$7.88M	﹤0.01%	2709
2024 Q1	$14.9M	Buy	28,800 +18,500	+180%	+$9.2M	﹤0.01%	2139
2023 Q4	$4.86M	Buy	10,300 +8,800	+587%	+$4.07M	﹤0.01%	3113
2023 Q3	$653K	Sell	1,500 -900	-38%	-$408K	﹤0.01%	4330
2023 Q2	$1.07M	Buy	2,400 +1,600	+200%	+$738K	﹤0.01%	4012
2023 Q1	$368K	Hold	800	–	–	﹤0.01%	4686
2022 Q4	$410K	Sell	800 -25,000	-97%	-$12.7M	﹤0.01%	4644
2022 Q3	$11.7M	Buy	25,800 +20,000	+345%	+$9.57M	﹤0.01%	2027
2022 Q2	$2.8M	Sell	5,800 -24,500	-81%	-$12.1M	﹤0.01%	3282
2022 Q1	$14.9M	Buy	30,300 +24,500	+422%	+$11.2M	﹤0.01%	2017
2021 Q4	$2.69M	Sell	5,800 -18,900	-77%	-$7.95M	﹤0.01%	3610
2021 Q3	$9.21M	Buy	+24,700	New	+$9.39M	﹤0.01%	2454
2021 Q1	–	Sell	-31,400	Closed	-$10.1M	–	6129
2020 Q4	$10.1M	Sell	31,400 -4,600	-13%	-$1.41M	﹤0.01%	2211
2020 Q3	$9.35M	Hold	36,000	–	–	﹤0.01%	2091
2020 Q2	$9.47M	Hold	36,000	–	–	﹤0.01%	1940
2020 Q1	$8.17M	Sell	36,000 -21,300	-37%	-$5.8M	﹤0.01%	1892
2019 Q4	$17.3M	Sell	57,300 -19,600	-25%	-$5.39M	﹤0.01%	1701
2019 Q3	$18.5M	Buy	76,900 +19,600	+34%	+$5.37M	﹤0.01%	1641
2019 Q2	$16.2M	Buy	57,300 +36,000	+169%	+$9.83M	﹤0.01%	1724
2019 Q1	$6.11M	Sell	21,300 -22,600	-51%	-$6.54M	﹤0.01%	2434
2018 Q4	$11.5M	Sell	43,900 -1,200	-3%	-$330K	﹤0.01%	1899
2018 Q3	$12.4M	Sell	45,100 -11,500	-20%	-$2.99M	﹤0.01%	2027
2018 Q2	$13.5M	Buy	56,600 +53,600	+1,787%	+$12.4M	﹤0.01%	1904
2018 Q1	$659K	Hold	3,000	–	–	﹤0.01%	3892
2017 Q4	$675K	Hold	3,000	–	–	﹤0.01%	3936
2017 Q3	$569K	Buy	+3,000	New	+$571K	﹤0.01%	3784
2016 Q1	–	Sell	-5,000	Closed	-$697K	–	4732
2015 Q4	$697K	Sell	5,000 -5,000	-50%	-$689K	﹤0.01%	3273
2015 Q3	$1.4M	Hold	10,000	–	–	﹤0.01%	2939
2015 Q2	$1.64M	Hold	10,000	–	–	﹤0.01%	3020
2015 Q1	$1.54M	Sell	10,000 -287,500	-97%	-$40.9M	﹤0.01%	2996
2014 Q4	$37.4M	Sell	297,500 -692,200	-70%	-$85.5M	0.01%	1088
2014 Q3	$118M	Buy	+989,700	New	+$114M	0.03%	559
2014 Q2	–	Sell	-650,000	Closed	-$64.7M	–	3534
2014 Q1	$64.7M	Sell	650,000 -200	-0%	-$18.1K	0.02%	694
2013 Q4	$60.1M	Buy	650,200 +50,000	+8%	+$4.44M	0.02%	720
2013 Q3	$50.2M	Sell	600,200 -19,300	-3%	-$1.65M	0.01%	790
2013 Q2	$50.7M	Buy	+619,500	New	+$46.4M	0.02%	746

Other funds holding ELV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase's ELV Position: Q1 2026 in Review

JP Morgan Chase increased its Elevance Health (ELV) stake by 4.1% in Q1 2026, buying an estimated $13.8M and bringing the position to 1,069,955 shares worth $305M. The position accounts for 0.02% of the portfolio, ranked #549.

JP Morgan Chase first reported a position in ELV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.31B in Q3 2024. 1,462 funds tracked by Wall St. Rank hold ELV as of Q1 2026.

JP Morgan Chase held 1,069,955 shares of Elevance Health worth $305M as of Q1 2026.
JP Morgan Chase bought 42,071 Elevance Health shares in Q1 2026, an estimated $13.8M.
Elevance Health made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #549 holding.
JP Morgan Chase first reported a position in Elevance Health in Q2 2013 and has held it in 52 quarters since.
JP Morgan Chase's Elevance Health position peaked at $1.31B in Q3 2024.
1,462 funds tracked by Wall St. Rank held Elevance Health as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.