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Evanson Asset Management’s JPMorgan Chase JPM Stock Holding History

Evanson Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.36M Sell
4,623
-76
-2% -$23.1K 0.07% 109
2025
Q4 		$1.51M Buy
4,699
+9
+0.2% +$2.79K 0.08% 107
2025
Q3 		$1.48M Sell
4,690
-971
-17% -$289K 0.08% 107
2025
Q2 		$1.64M Buy
5,661
+1,259
+29% +$321K 0.1% 97
2025
Q1 		$1.08M Sell
4,402
-1,027
-19% -$262K 0.08% 113
2024
Q4 		$1.3M Hold
5,429
– – 0.09% 105
2024
Q3 		$1.14M Sell
5,429
-1,667
-23% -$351K 0.08% 107
2024
Q2 		$1.44M Hold
7,096
– – 0.11% 93
2024
Q1 		$1.42M Hold
7,096
– – 0.11% 94
2023
Q4 		$1.21M Sell
7,096
-1,903
-21% -$288K 0.1% 94
2023
Q3 		$1.31M Sell
8,999
-149
-2% -$22.3K 0.12% 82
2023
Q2 		$1.33M Sell
9,148
-826
-8% -$114K 0.12% 82
2023
Q1 		$1.3M Buy
9,974
+11
+0.1% +$1.51K 0.13% 79
2022
Q4 		$1.34M Sell
9,963
-2,967
-23% -$376K 0.14% 78
2022
Q3 		$1.35M Buy
12,930
+5,002
+63% +$574K 0.16% 70
2022
Q2 		$893K Sell
7,928
-2,333
-23% -$289K 0.1% 98
2022
Q1 		$1.4M Buy
10,261
+151
+1% +$22.3K 0.14% 76
2021
Q4 		$1.6M Sell
10,110
-946
-9% -$155K 0.14% 75
2021
Q3 		$1.7M Buy
11,056
+134
+1% +$21K 0.18% 72
2021
Q2 		$1.7M Buy
10,922
+46
+0.4% +$7.22K 0.18% 68
2021
Q1 		$1.66M Buy
10,876
+117
+1% +$16.8K 0.24% 64
2020
Q4 		$1.37M Buy
10,759
+952
+10% +$106K 0.22% 67
2020
Q3 		$944K Buy
9,807
+942
+11% +$92.5K 0.17% 76
2020
Q2 		$834K Sell
8,865
-220
-2% -$20.9K 0.17% 78
2020
Q1 		$818K Buy
9,085
+1,413
+18% +$172K 0.2% 73
2019
Q4 		$1.07M Sell
7,672
-100
-1% -$12.8K 0.21% 68
2019
Q3 		$915K Buy
7,772
+70
+0.9% +$7.92K 0.19% 71
2019
Q2 		$861K Sell
7,702
-344
-4% -$37.9K 0.17% 75
2019
Q1 		$814K Buy
8,046
+344
+4% +$35.4K 0.17% 81
2018
Q4 		$752K Buy
7,702
+648
+9% +$69K 0.17% 80
2018
Q3 		$796K Sell
7,054
-3
-0% -$341 0.16% 81
2018
Q2 		$735K Buy
7,057
+10
+0.1% +$1.1K 0.15% 90
2018
Q1 		$775K Sell
7,047
-381
-5% -$43.1K 0.16% 89
2017
Q4 		$794K Buy
7,428
+1,453
+24% +$147K 0.16% 92
2017
Q3 		$571K Buy
5,975
+104
+2% +$9.59K 0.12% 113
2017
Q2 		$537K Buy
5,871
+197
+3% +$17K 0.12% 107
2017
Q1 		$498K Buy
5,674
+300
+6% +$26.5K 0.12% 112
2016
Q4 		$464K Buy
5,374
+412
+8% +$31.4K 0.13% 115
2016
Q3 		$330K Sell
4,962
-7
-0.1% -$456 0.09% 144
2016
Q2 		$309K Buy
4,969
+18
+0.4% +$1.12K 0.09% 150
2016
Q1 		$293K Sell
4,951
-622
-11% -$36.3K 0.1% 144
2015
Q4 		$368K Buy
+5,573
New +$363K 0.13% 125
2015
Q3 		– Sell
-3,585
Closed -$243K – 213
2015
Q2 		$243K Buy
+3,585
New +$234K 0.08% 174

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evanson Asset Management's JPM Position: Q1 2026 in Review

Evanson Asset Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $23.1K and leaving 4,623 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #109.

Evanson Asset Management first reported a position in JPM in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.7M in Q3 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evanson Asset Management held 4,623 shares of JPMorgan Chase worth $1.36M as of Q1 2026.
  • Evanson Asset Management sold 76 JPMorgan Chase shares in Q1 2026, an estimated $23.1K.
  • JPMorgan Chase made up 0.07% of Evanson Asset Management's portfolio in Q1 2026, its #109 holding.
  • Evanson Asset Management first reported a position in JPMorgan Chase in Q2 2015 and has held it in 43 quarters since.
  • Evanson Asset Management's JPMorgan Chase position peaked at $1.7M in Q3 2021.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.