Evanson Financial’s JPMorgan Chase JPM Stock Holding History

Evanson Financial’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 Q2	$1.51M	Buy	+4,623	New	+$1.44M	0.07%	112

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evanson Financial's JPM Position: Q2 2026 in Review

Evanson Financial opened a new position in JPMorgan Chase (JPM) in Q2 2026: 4,623 shares worth $1.51M. The stake represents 0.07% of the portfolio and ranks #112 among its holdings.

5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Evanson Financial held 4,623 shares of JPMorgan Chase worth $1.51M as of Q2 2026.
JPMorgan Chase was a new Evanson Financial position in Q2 2026.
JPMorgan Chase made up 0.07% of Evanson Financial's portfolio in Q2 2026, its #112 holding.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.