Evelyn Partners’s JPMorgan Chase JPM Stock Holding History

Evelyn Partners’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 Q3	$127M	Buy	384,319 +26,480	+7%	+$9.26M	2.03%	11
2026 Q2	$117M	Buy	+357,839	New	+$111M	0.25%	13

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evelyn Partners's JPM Position: Q3 2026 in Review

Evelyn Partners increased its JPMorgan Chase (JPM) stake by 7.4% in Q3 2026, buying an estimated $9.26M and bringing the position to 384,319 shares worth $127M. The position accounts for 2.03% of the portfolio, ranked #11.

Evelyn Partners first reported a position in JPM in Q2 2026 and has held it in 2 quarters since. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Evelyn Partners held 384,319 shares of JPMorgan Chase worth $127M as of Q3 2026.
Evelyn Partners bought 26,480 JPMorgan Chase shares in Q3 2026, an estimated $9.26M.
JPMorgan Chase made up 2.03% of Evelyn Partners's portfolio in Q3 2026, its #11 holding.
Evelyn Partners first reported a position in JPMorgan Chase in Q2 2026 and has held it in 2 quarters since.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.