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JPMorgan Chase & Co. shares owned by Elevate Capital Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Elevate Capital Advisors from 13F filings

Historical chart of Elevate Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Elevate Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Elevate Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $741k 3.0k 245.34
2024-12-31 $1.3M 5.3k 239.70

More positions owned by Elevate Capital Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Sprott Asset Management Physical Gold Tr (PHYS)
Travelers Companies (TRV)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Hershey Company (HSY)
W.R. Berkley Corporation (WRB)
Automatic Data Processing (ADP)
Apple (AAPL)
Visa Com Cl A (V)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Franco-Nevada Corporation (FNV)
Coupang Cl A (CPNG)

View all positions for Elevate Capital Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.