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Evergreen Private Wealth’s JPMorgan Chase JPM Stock Holding History

Evergreen Private Wealth’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 		$6.74M Sell
22,928
-705
-3% -$214K 2.73% 8
2025
Q4 		$7.62M Sell
23,633
-3,397
-13% -$1.05M 3% 10
2025
Q3 		$8.53M Sell
27,030
-1,050
-4% -$312K 3.46% 5
2025
Q2 		$8.14M Sell
28,080
-284
-1% -$72.5K 3.41% 6
2025
Q1 		$6.96M Sell
28,364
-116
-0.4% -$29.6K 3.25% 6
2024
Q4 		$6.83M Sell
28,480
-222
-0.8% -$51.7K 3.2% 5
2024
Q3 		$6.05M Buy
28,702
+272
+1% +$57.3K 2.81% 8
2024
Q2 		$5.75M Buy
28,430
+252
+0.9% +$49.3K 2.83% 10
2024
Q1 		$5.64M Sell
28,178
-1,043
-4% -$188K 2.83% 7
2023
Q4 		$4.97M Buy
+29,221
New +$4.43M 2.68% 15

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