Ownership history in Element Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,292 | +110 | +1.3% | 1.10% | $2.7M | $320.77 |
| 2025 Q3 | ADDED | 8,182 | +182 | +2.3% | 1.12% | $2.6M | $312.49 |
| 2025 Q2 | ADDED | 8,000 | +2,449 | +44.1% | 1.07% | $2.3M | $285.83 |
| 2025 Q1 | REDUCED | 5,551 | -170 | -3.0% | 0.73% | $1.4M | $240.37 |
| 2024 Q4 | REDUCED | 5,721 | -43 | -0.7% | 0.72% | $1.4M | $233.69 |
| 2024 Q3 | REDUCED | 5,764 | -361 | -5.9% | 0.64% | $1.2M | $204.31 |
| 2024 Q2 | ADDED | 6,125 | +256 | +4.4% | 0.70% | $1.2M | $194.90 |
| 2024 Q1 | REDUCED | 5,869 | -19 | -0.3% | 0.69% | $1.2M | $191.89 |
| 2023 Q4 | ADDED | 5,888 | +213 | +3.8% | 0.63% | $1.0M | $161.96 |
| 2023 Q3 | ADDED | 5,675 | +3 | +0.1% | 0.59% | $823K | $137.07 |
As of 2025 Q4 — sorted by position size