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Evelyn Partners Asset Management’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners 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 		$237K Hold
805
– – 0.06% 98
2025
Q4 		$259K Sell
805
-208
-21% -$64.4K 0.06% 97
2025
Q3 		$320K Buy
1,013
+304
+43% +$90.4K 0.07% 84
2025
Q2 		$206K Hold
709
– – 0.05% 96
2025
Q1 		$174K Hold
709
– – 0.05% 100
2024
Q4 		$170K Buy
+709
New +$165K 0.05% 102

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

Evelyn Partners Asset Management's JPM Position: Q1 2026 in Review

Evelyn Partners Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 805 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #98.

Evelyn Partners Asset Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evelyn Partners Asset Management held 805 shares of JPMorgan Chase worth $237K as of Q1 2026.
  • Evelyn Partners Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.06% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #98 holding.
  • Evelyn Partners Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's JPMorgan Chase position peaked at $320K in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.