EWM
JPM icon

Evergreen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Evergreen Wealth 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 		$3.18M Buy
9,704
+1,457
+18% +$452K 1.49% 23
2026
Q1 		$2.43M Buy
8,247
+111
+1% +$33.7K 1.25% 29
2025
Q4 		$2.62M Buy
8,136
+178
+2% +$55.1K 1.32% 26
2025
Q3 		$2.51M Sell
7,958
-412
-5% -$123K 1.32% 26
2025
Q2 		$2.43M Buy
8,370
+66
+0.8% +$16.8K 1.36% 24
2025
Q1 		$2.04M Sell
8,304
-2,064
-20% -$526K 1.22% 33
2024
Q4 		$2.49M Buy
10,368
+198
+2% +$46.1K 1.47% 25
2024
Q3 		$2.14M Sell
10,170
-1,318
-11% -$278K 1.29% 29
2024
Q2 		$2.32M Hold
11,488
– – 1.54% 26
2024
Q1 		$2.3M Hold
11,488
– – 1.56% 25
2023
Q4 		$1.95M Buy
11,488
+275
+2% +$41.7K 1.44% 27
2023
Q3 		$1.63M Buy
11,213
+157
+1% +$23.5K 1.29% 28
2023
Q2 		$1.61M Sell
11,056
-938
-8% -$129K 1.26% 28
2023
Q1 		$1.56M Buy
11,994
+180
+2% +$24.7K 1.39% 28
2022
Q4 		$1.58M Buy
+11,814
New +$1.5M 1.46% 25

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Evergreen Wealth Management increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $452K and bringing the position to 9,704 shares worth $3.18M. The position accounts for 1.49% of the portfolio, ranked #23.

Evergreen Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Evergreen Wealth Management held 9,704 shares of JPMorgan Chase worth $3.18M as of Q2 2026.
  • Evergreen Wealth Management bought 1,457 JPMorgan Chase shares in Q2 2026, an estimated $452K.
  • JPMorgan Chase made up 1.49% of Evergreen Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Evergreen Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.