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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evernest Financial Advisors's JPM Position: Q1 2026 in Review

Evernest Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, selling an estimated $58.9K and leaving 5,386 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #40.

Evernest Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Evernest Financial Advisors held 5,386 shares of JPMorgan Chase worth $1.68M as of Q1 2026.
Evernest Financial Advisors sold 194 JPMorgan Chase shares in Q1 2026, an estimated $58.9K.
JPMorgan Chase made up 0.35% of Evernest Financial Advisors's portfolio in Q1 2026, its #40 holding.
Evernest Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's JPMorgan Chase position peaked at $1.99M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.