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Elevation Advisory Partners LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevation Advisory Partners LLC on JPM, newest first. How the timeline and the estimate are built.

Elevation Advisory Partners LLC held 6,242 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,242 shares
    Change vs previous 13F -414 shares

    2.17% of the 13F portfolio, value $2,115,214.

    13F-HR 0001986152-26-000133 filed by Elevation Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,656 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $1,998,883.

    13F-HR 0001986152-26-000073 filed by Elevation Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).