Evernest Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Evernest Financial Advisors’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	$1.87M	Buy	5,706 +320	+6%	+$99.4K	0.39%	41
2026 Q1	$1.68M	Sell	5,386 -194	-3%	-$58.9K	0.35%	40
2025 Q4	$1.8M	Sell	5,580 -741	-12%	-$229K	0.38%	40
2025 Q3	$1.99M	Buy	6,321 +38	+0.6%	+$11.3K	0.56%	38
2025 Q2	$1.82M	Buy	6,283 +629	+11%	+$161K	0.59%	35
2025 Q1	$1.39M	Buy	5,654 +249	+5%	+$63.5K	0.5%	39
2024 Q4	$1.3M	Sell	5,405 -57	-1%	-$13.3K	0.34%	50
2024 Q3	$1.15M	Buy	5,462 +32	+0.6%	+$6.74K	0.31%	54
2024 Q2	$1.1M	Buy	5,430 +8	+0.1%	+$1.56K	0.49%	45
2024 Q1	$1.01M	Buy	5,422 +605	+13%	+$109K	0.48%	46
2023 Q4	$819K	Buy	+4,817	New	+$730K	0.42%	55
2021 Q4	$847K	Buy	+4,839	New	+$795K	0.44%	50

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 $3.37T AUM 44.26% 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

Evernest Financial Advisors's JPM Position: Q2 2026 in Review

Evernest Financial Advisors increased its JPMorgan Chase (JPM) stake by 5.9% in Q2 2026, buying an estimated $99.4K and bringing the position to 5,706 shares worth $1.87M. The position accounts for 0.39% of the portfolio, ranked #41.

Evernest Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.99M in Q3 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Evernest Financial Advisors held 5,706 shares of JPMorgan Chase worth $1.87M as of Q2 2026.
Evernest Financial Advisors bought 320 JPMorgan Chase shares in Q2 2026, an estimated $99.4K.
JPMorgan Chase made up 0.39% of Evernest Financial Advisors's portfolio in Q2 2026, its #41 holding.
Evernest Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's JPMorgan Chase position peaked at $1.99M in Q3 2025.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.