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Everpar Advisors’s JPMorgan Chase JPM Stock Holding History

Everpar 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 		$11.4M Buy
34,866
+551
+2% +$171K 3.25% 4
2026
Q1 		$10.1M Buy
34,315
+449
+1% +$136K 3.48% 4
2025
Q4 		$10.9M Buy
33,866
+906
+3% +$281K 4.05% 5
2025
Q3 		$10.4M Buy
32,960
+121
+0.4% +$36K 4.11% 4
2025
Q2 		$9.52M Buy
32,839
+470
+1% +$120K 4.33% 2
2025
Q1 		$7.94M Sell
32,369
-62
-0.2% -$15.8K 4.22% 1
2024
Q4 		$7.77M Buy
32,431
+262
+0.8% +$61K 3.92% 3
2024
Q3 		$6.78M Sell
32,169
-945
-3% -$199K 3.51% 3
2024
Q2 		$6.7M Buy
33,114
+1,740
+6% +$340K 3.35% 4
2024
Q1 		$6.28M Sell
31,374
-928
-3% -$167K 3.82% 3
2023
Q4 		$5.49M Buy
+32,302
New +$4.9M 2.56% 3

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

Everpar Advisors's JPM Position: Q2 2026 in Review

Everpar Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $171K and bringing the position to 34,866 shares worth $11.4M. The position accounts for 3.25% of the portfolio, ranked #4.

Everpar Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Everpar Advisors held 34,866 shares of JPMorgan Chase worth $11.4M as of Q2 2026.
  • Everpar Advisors bought 551 JPMorgan Chase shares in Q2 2026, an estimated $171K.
  • JPMorgan Chase made up 3.25% of Everpar Advisors's portfolio in Q2 2026, its #4 holding.
  • Everpar Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.