ELEVATION WEALTH PARTNERS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1976256 WALNUT CREEK, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,115,867

+$166,319 QoQ

Shares Held

3,409

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#3,537

of 5,056 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,858,680 across 18 Banks - Diversified names. JPM ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,409	$1,115,867
2	BAC	Bank Of America Corp /De/	4,129	$235,270
3	C	Citigroup Inc	1,550	$216,938
4	BNY	Bank of New York Mellon Corp	268	$38,755
5	WFC	Wells Fargo & Company/Mn	444	$36,692
6	MUFG	Mitsubishi Ufj Financial Group Inc	1,269	$25,240
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	928	$21,882
8	HSBC	Hsbc Holdings PLC	222	$21,109

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,867	3,409	+5.6%	Shares	Sole	2026-07-08
2026-03-31	$949,548	3,228	+1.6%	Shares	Sole	2026-04-14
2025-12-31	$1,024,015	3,178	-7.3%	Shares	Sole	2026-01-09
2025-09-30	$1,081,924	3,430	+4.8%	Shares	Sole	2025-10-14
2025-06-30	$948,875	3,273	-0.4%	Shares	Sole	2025-07-08
2025-03-31	$806,301	3,287	-0.4%	Shares	Sole	2025-04-09
2024-12-31	$791,043	3,300	+0.6%	Shares	Sole	2025-01-29
2024-09-30	$691,620	3,280	+0.0%	Shares	Sole	2024-10-04
2024-06-30	$663,210	3,279	+0.0%	Shares	Sole	2024-07-09
2024-03-31	$656,583	3,278	-0.5%	Shares	Sole	2024-04-19
2023-12-31	$560,479	3,295	+348.3%	Shares	Sole	2024-01-17
2023-09-30	$106,589	735	+0.1%	Shares	Sole	2023-10-10
2023-06-30	$106,752	734	0.0%	Shares	Sole	2023-07-06
2023-03-31	$95,647	734	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.