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Evergreen Capital Management’s JPMorgan Chase JPM Stock Holding History

Evergreen Capital 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
Q2 		$32M Sell
97,875
-10,484
-10% -$3.26M 0.56% 35
2026
Q1 		$31.9M Buy
108,359
+13,814
+15% +$4.19M 0.69% 24
2025
Q4 		$30.5M Buy
94,545
+4,113
+5% +$1.27M 0.68% 24
2025
Q3 		$28.5M Sell
90,432
-1,742
-2% -$518K 0.68% 23
2025
Q2 		$26.7M Buy
92,174
+3,095
+3% +$790K 0.8% 19
2025
Q1 		$21.9M Sell
89,079
-35,566
-29% -$9.07M 0.73% 23
2024
Q4 		$29.9M Buy
124,645
+272
+0.2% +$63.4K 0.97% 16
2024
Q3 		$26.2M Sell
124,373
-13,233
-10% -$2.79M 0.88% 17
2024
Q2 		$27.8M Buy
137,606
+3,346
+2% +$654K 1.01% 15
2024
Q1 		$26.9M Buy
134,260
+39
+0% +$7.04K 1.02% 15
2023
Q4 		$22.8M Buy
134,221
+372
+0.3% +$56.4K 0.93% 14
2023
Q3 		$19.4M Sell
133,849
-612
-0.5% -$91.7K 0.85% 16
2023
Q2 		$19.6M Buy
134,461
+82
+0.1% +$11.3K 0.82% 17
2023
Q1 		$17.5M Sell
134,379
-11,706
-8% -$1.6M 0.79% 18
2022
Q4 		$19.6M Sell
146,085
-9,604
-6% -$1.22M 0.92% 14
2022
Q3 		$16.3M Buy
155,689
+21,303
+16% +$2.44M 0.85% 20
2022
Q2 		$15.1M Buy
134,386
+9,920
+8% +$1.23M 0.79% 27
2022
Q1 		$17M Buy
124,466
+4,267
+4% +$630K 0.69% 32
2021
Q4 		$19M Buy
120,199
+5,932
+5% +$974K 0.76% 26
2021
Q3 		$18.7M Buy
114,267
+13,052
+13% +$2.05M 0.84% 21
2021
Q2 		$15.7M Buy
101,215
+3,324
+3% +$522K 0.75% 28
2021
Q1 		$14.9M Sell
97,891
-10,346
-10% -$1.49M 0.76% 25
2020
Q4 		$13.8M Buy
108,237
+18,137
+20% +$2.03M 0.8% 23
2020
Q3 		$8.67M Buy
90,100
+10,960
+14% +$1.08M 0.6% 40
2020
Q2 		$7.44M Buy
79,140
+10,074
+15% +$956K 0.56% 46
2020
Q1 		$6.22M Buy
69,066
+41,840
+154% +$5.08M 0.58% 48
2019
Q4 		$3.79M Buy
27,226
+5,155
+23% +$661K 0.32% 78
2019
Q3 		$2.6M Buy
22,071
+590
+3% +$66.7K 0.24% 93
2019
Q2 		$2.4M Buy
21,481
+480
+2% +$52.9K 0.23% 99
2019
Q1 		$2.13M Buy
21,001
+1,205
+6% +$124K 0.21% 107
2018
Q4 		$1.93M Buy
19,796
+1,690
+9% +$180K 0.2% 109
2018
Q3 		$2.04M Buy
18,106
+1,098
+6% +$125K 0.18% 113
2018
Q2 		$1.77M Sell
17,008
-397
-2% -$43.6K 0.17% 116
2018
Q1 		$1.91M Buy
17,405
+6,047
+53% +$685K 0.18% 110
2017
Q4 		$1.22M Sell
11,358
-4,839
-30% -$490K 0.12% 124
2017
Q3 		$1.55M Buy
16,197
+6,397
+65% +$590K 0.18% 103
2017
Q2 		$896K Buy
9,800
+3,798
+63% +$328K 0.14% 89
2017
Q1 		$527K Sell
6,002
-964
-14% -$85K 0.11% 84
2016
Q4 		$601K Sell
6,966
-270
-4% -$20.6K 0.12% 87
2016
Q3 		$482K Hold
7,236
– – 0.09% 80
2016
Q2 		$450K Buy
7,236
+450
+7% +$28.1K 0.1% 78
2016
Q1 		$402K Sell
6,786
-120
-2% -$7.01K 0.09% 75
2015
Q4 		$456K Sell
6,906
-210
-3% -$13.7K 0.11% 76
2015
Q3 		$434K Sell
7,116
-54,770
-89% -$3.59M 0.11% 73
2015
Q2 		$4.19M Sell
61,886
-905
-1% -$59.1K 1.03% 32
2015
Q1 		$3.8M Buy
62,791
+25
+0% +$1.48K 0.84% 39
2014
Q4 		$3.78M Hold
62,766
– – 0.74% 45
2014
Q3 		$3.78M Buy
62,766
+1,095
+2% +$64K 0.74% 45
2014
Q2 		$3.55M Buy
61,671
+147
+0.2% +$8.26K 0.7% 49
2014
Q1 		$3.73M Sell
61,524
-30,209
-33% -$1.75M 0.75% 47
2013
Q4 		$5.37M Sell
91,733
-245
-0.3% -$13.4K 0.97% 38
2013
Q3 		$4.75M Sell
91,978
-625
-0.7% -$33.5K 0.76% 47
2013
Q2 		$4.89M Buy
+92,603
New +$4.71M 0.75% 47

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Evergreen Capital Management's JPM Position: Q2 2026 in Review

Evergreen Capital Management reduced its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, selling an estimated $3.26M and leaving 97,875 shares worth $32M. The position accounts for 0.56% of the portfolio, ranked #35.

Evergreen Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Evergreen Capital Management held 97,875 shares of JPMorgan Chase worth $32M as of Q2 2026.
  • Evergreen Capital Management sold 10,484 JPMorgan Chase shares in Q2 2026, an estimated $3.26M.
  • JPMorgan Chase made up 0.56% of Evergreen Capital Management's portfolio in Q2 2026, its #35 holding.
  • Evergreen Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.