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JPMorgan Chase & Co. shares owned by Elevated Capital Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Elevated 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 Elevated Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 6.3k 315.42
2025-06-30 $1.3M 5.5k 245.30
2025-03-31 $1.3M 5.5k 245.30
2024-12-31 $1.4M 5.9k 239.72
2024-09-30 $644k 3.1k 210.87

More positions owned by Elevated Capital Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Vanguard Index Fds Value Etf (VTV)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Simplify Exchange Traded Fun Managed Futures (CTA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Elevated 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.