Evelyn Partners Investment Management Services’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners Investment Management Services’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	$9.63M	Buy	32,754 +9,218	+39%	+$2.8M	1.13%	24
2025 Q4	$7.58M	Buy	23,536 +1,507	+7%	+$467K	0.95%	30
2025 Q3	$6.95M	Buy	22,029 +2,608	+13%	+$776K	0.93%	31
2025 Q2	$5.63M	Buy	19,421 +1,062	+6%	+$271K	0.85%	35
2025 Q1	$4.5M	Buy	18,359 +4,114	+29%	+$1.05M	0.74%	40
2024 Q4	$3.41M	Buy	+14,245	New	+$3.32M	0.6%	45

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its JPMorgan Chase (JPM) stake by 39% in Q1 2026, buying an estimated $2.8M and bringing the position to 32,754 shares worth $9.63M. The position accounts for 1.13% of the portfolio, ranked #24.

Evelyn Partners Investment Management Services first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Evelyn Partners Investment Management Services held 32,754 shares of JPMorgan Chase worth $9.63M as of Q1 2026.
Evelyn Partners Investment Management Services bought 9,218 JPMorgan Chase shares in Q1 2026, an estimated $2.8M.
JPMorgan Chase made up 1.13% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #24 holding.
Evelyn Partners Investment Management Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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