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Everhart Financial Group’s JPMorgan Chase JPM Stock Holding History

Everhart Financial Group’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 		$9.13M Buy
27,883
+909
+3% +$282K 0.58% 26
2026
Q1 		$7.93M Buy
26,974
+4,131
+18% +$1.25M 0.68% 22
2025
Q4 		$7.36M Sell
22,843
-5,846
-20% -$1.81M 0.68% 23
2025
Q3 		$9.05M Buy
28,689
+1,188
+4% +$353K 0.91% 16
2025
Q2 		$7.97M Buy
27,501
+1,334
+5% +$340K 0.92% 15
2025
Q1 		$6.42M Buy
26,167
+614
+2% +$157K 0.88% 13
2024
Q4 		$6.13M Buy
25,553
+759
+3% +$177K 1.26% 14
2024
Q3 		$5.23M Buy
24,794
+2,383
+11% +$502K 1.16% 12
2024
Q2 		$4.53M Buy
22,411
+1,045
+5% +$204K 1.18% 16
2024
Q1 		$4.28M Buy
21,366
+1,349
+7% +$243K 1.25% 12
2023
Q4 		$3.4M Buy
20,017
+1,097
+6% +$166K 1.21% 15
2023
Q3 		$2.74M Buy
18,920
+485
+3% +$72.7K 1.16% 20
2023
Q2 		$2.68M Buy
18,435
+848
+5% +$117K 1.11% 22
2023
Q1 		$2.29M Buy
17,587
+1,447
+9% +$198K 1.03% 23
2022
Q4 		$2.16M Buy
16,140
+1,654
+11% +$210K 1.09% 21
2022
Q3 		$1.51M Sell
14,486
-237
-2% -$27.2K 0.84% 24
2022
Q2 		$1.66M Buy
14,723
+3,629
+33% +$450K 1.01% 22
2022
Q1 		$1.51M Sell
11,094
-244
-2% -$36K 0.87% 27
2021
Q4 		$1.79M Buy
11,338
+44
+0.4% +$7.23K 1.08% 25
2021
Q3 		$1.85M Buy
11,294
+1,059
+10% +$166K 1.27% 21
2021
Q2 		$1.59M Buy
10,235
+1,167
+13% +$183K 1.1% 26
2021
Q1 		$1.38M Buy
9,068
+1,026
+13% +$148K 1.21% 22
2020
Q4 		$1.02M Buy
+8,042
New +$899K 0.94% 25

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Everhart Financial Group's JPM Position: Q2 2026 in Review

Everhart Financial Group increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $282K and bringing the position to 27,883 shares worth $9.13M. The position accounts for 0.58% of the portfolio, ranked #26.

Everhart Financial Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Everhart Financial Group held 27,883 shares of JPMorgan Chase worth $9.13M as of Q2 2026.
  • Everhart Financial Group bought 909 JPMorgan Chase shares in Q2 2026, an estimated $282K.
  • JPMorgan Chase made up 0.58% of Everhart Financial Group's portfolio in Q2 2026, its #26 holding.
  • Everhart Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.