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EverSource Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

EverSource Wealth 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 		$11.8M Sell
35,950
-14,462
-29% -$4.49M 0.4% 58
2026
Q1 		$14.8M Buy
50,412
+14,771
+41% +$4.48M 0.45% 51
2025
Q4 		$11.5M Buy
35,641
+1,418
+4% +$439K 0.42% 56
2025
Q3 		$10.8M Buy
34,223
+532
+2% +$158K 0.43% 59
2025
Q2 		$9.77M Buy
33,691
+985
+3% +$251K 0.44% 55
2025
Q1 		$8.02M Sell
32,706
-59
-0.2% -$15K 0.44% 56
2024
Q4 		$7.85M Buy
32,765
+890
+3% +$207K 0.44% 54
2024
Q3 		$6.72M Buy
31,875
+288
+0.9% +$60.7K 0.43% 58
2024
Q2 		$6.72M Buy
31,587
+3,098
+11% +$606K 0.45% 57
2024
Q1 		$5.46M Buy
28,489
+2,977
+12% +$537K 0.43% 59
2023
Q4 		$4.34M Sell
25,512
-1,237
-5% -$187K 0.4% 64
2023
Q3 		$3.88M Sell
26,749
-755
-3% -$113K 0.41% 65
2023
Q2 		$4M Buy
27,504
+2,337
+9% +$321K 0.44% 59
2023
Q1 		$3.28M Sell
25,167
-1,417
-5% -$194K 0.41% 64
2022
Q4 		$3.56M Buy
26,584
+479
+2% +$60.7K 0.54% 44
2022
Q3 		$2.73M Buy
26,105
+8,632
+49% +$991K 0.62% 32
2022
Q2 		$1.97M Buy
17,473
+1,839
+12% +$228K 0.51% 39
2022
Q1 		$2.13M Buy
15,634
+2,155
+16% +$318K 0.54% 35
2021
Q4 		$2.13M Buy
+13,479
New +$2.21M 0.6% 34

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

EverSource Wealth Advisors's JPM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 29% in Q2 2026, selling an estimated $4.49M and leaving 35,950 shares worth $11.8M. The position accounts for 0.4% of the portfolio, ranked #58.

EverSource Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.8M in Q1 2026. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • EverSource Wealth Advisors held 35,950 shares of JPMorgan Chase worth $11.8M as of Q2 2026.
  • EverSource Wealth Advisors sold 14,462 JPMorgan Chase shares in Q2 2026, an estimated $4.49M.
  • JPMorgan Chase made up 0.4% of EverSource Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • EverSource Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's JPMorgan Chase position peaked at $14.8M in Q1 2026.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.