Everstar Asset Management’s JPMorgan Chase JPM Stock Holding History

Everstar Asset Management’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	$480K	Buy	1,465 +565	+63%	+$175K	0.23%	121
2026 Q1	$265K	Hold	900	–	–	0.14%	150
2025 Q4	$290K	Sell	900 -853	-49%	-$264K	0.16%	149
2025 Q3	$553K	Sell	1,753 -165	-9%	-$49.1K	0.31%	105
2025 Q2	$556K	Buy	1,918 +183	+11%	+$46.7K	0.34%	96
2025 Q1	$426K	Buy	1,735 +753	+77%	+$192K	0.28%	114
2024 Q4	$235K	Sell	982 -72	-7%	-$16.8K	0.17%	158
2024 Q3	$222K	Buy	+1,054	New	+$222K	0.15%	163

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

Everstar Asset Management's JPM Position: Q2 2026 in Review

Everstar Asset Management increased its JPMorgan Chase (JPM) stake by 63% in Q2 2026, buying an estimated $175K and bringing the position to 1,465 shares worth $480K. The position accounts for 0.23% of the portfolio, ranked #121.

Everstar Asset Management first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $556K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Everstar Asset Management held 1,465 shares of JPMorgan Chase worth $480K as of Q2 2026.
Everstar Asset Management bought 565 JPMorgan Chase shares in Q2 2026, an estimated $175K.
JPMorgan Chase made up 0.23% of Everstar Asset Management's portfolio in Q2 2026, its #121 holding.
Everstar Asset Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's JPMorgan Chase position peaked at $556K in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.