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Evergreen Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

Evergreen Wealth Solutions’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 		$9.49M Buy
26,149
+6,805
+35% +$2.11M 0.5% 39
2026
Q1 		$5.69M Buy
19,344
+10,055
+108% +$3.05M 0.4% 48
2025
Q4 		$2.99M Buy
9,289
+4,159
+81% +$1.29M 0.42% 41
2025
Q3 		$1.62M Sell
5,130
-31
-0.6% -$9.22K 0.91% 23
2025
Q2 		$1.5M Sell
5,161
-319
-6% -$81.4K 0.9% 23
2025
Q1 		$1.34M Sell
5,480
-749
-12% -$191K 0.91% 21
2024
Q4 		$1.49M Buy
6,229
+269
+5% +$62.7K 1.04% 18
2024
Q3 		$1.26M Sell
5,960
-1,490
-20% -$314K 0.85% 17
2024
Q2 		$1.51M Sell
7,450
-1,239
-14% -$242K 1.07% 15
2024
Q1 		$1.74M Sell
8,689
-1,743
-17% -$315K 1.29% 11
2023
Q4 		$1.77M Sell
10,432
-301
-3% -$45.6K 1.52% 13
2023
Q3 		$1.56M Sell
10,733
-864
-7% -$130K 1.57% 13
2023
Q2 		$1.69M Sell
11,597
-107
-0.9% -$14.7K 1.7% 12
2023
Q1 		$1.52M Sell
11,704
-509
-4% -$69.7K 1.76% 12
2022
Q4 		$1.64M Sell
12,213
-69
-0.6% -$8.74K 2.16% 8
2022
Q3 		$1.28M Buy
12,282
+472
+4% +$54.2K 1.82% 15
2022
Q2 		$1.33M Buy
11,810
+295
+3% +$36.5K 1.63% 18
2022
Q1 		$1.57M Buy
11,515
+375
+3% +$55.4K 1.52% 13
2021
Q4 		$1.76M Buy
+11,140
New +$1.83M 1.6% 14

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Evergreen Wealth Solutions increased its JPMorgan Chase (JPM) stake by 35% in Q2 2026, buying an estimated $2.11M and bringing the position to 26,149 shares worth $9.49M. The position accounts for 0.5% of the portfolio, ranked #39.

Evergreen Wealth Solutions first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Evergreen Wealth Solutions held 26,149 shares of JPMorgan Chase worth $9.49M as of Q2 2026.
  • Evergreen Wealth Solutions bought 6,805 JPMorgan Chase shares in Q2 2026, an estimated $2.11M.
  • JPMorgan Chase made up 0.5% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #39 holding.
  • Evergreen Wealth Solutions first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.