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 Q2	$7.64M	Buy	23,343 +415	+2%	+$129K	2.83%	8
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evergreen Private Wealth's JPM Position: Q2 2026 in Review

Evergreen Private Wealth increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $129K and bringing the position to 23,343 shares worth $7.64M. The position accounts for 2.83% of the portfolio, ranked #8.

Evergreen Private Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.53M in Q3 2025. 5,157 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Evergreen Private Wealth held 23,343 shares of JPMorgan Chase worth $7.64M as of Q2 2026.
Evergreen Private Wealth bought 415 JPMorgan Chase shares in Q2 2026, an estimated $129K.
JPMorgan Chase made up 2.83% of Evergreen Private Wealth's portfolio in Q2 2026, its #8 holding.
Evergreen Private Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's JPMorgan Chase position peaked at $8.53M in Q3 2025.
5,157 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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