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Evexia Wealth’s JPMorgan Chase JPM Stock Holding History

Evexia Wealth’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 		$9.07M Buy
28,925
+1,052
+4% +$319K 2.49% 18
2025
Q4 		$8.58M Sell
27,873
-104
-0.4% -$32.2K 2.4% 17
2025
Q3 		$8.62M Sell
27,977
-4,104
-13% -$1.22M 2.58% 15
2025
Q2 		$9.34M Sell
32,081
-4,413
-12% -$1.13M 2.94% 12
2025
Q1 		$8.55M Sell
36,494
-543
-1% -$138K 3.11% 16
2024
Q4 		$10.2M Sell
37,037
-2,218
-6% -$517K 3.46% 13
2024
Q3 		$8.28M Sell
39,255
-1,838
-4% -$387K 2.94% 16
2024
Q2 		$8.64M Sell
41,093
-258
-0.6% -$50.4K 3.24% 14
2024
Q1 		$7.56M Sell
41,351
-4,752
-10% -$857K 3.11% 16
2023
Q4 		$8.06M Buy
46,103
+628
+1% +$95.2K 3.4% 12
2023
Q3 		$6.38M Sell
45,475
-7,916
-15% -$1.19M 3.23% 12
2023
Q2 		$8.37M Sell
53,391
-749
-1% -$103K 4.02% 8
2023
Q1 		$7.39M Buy
+54,140
New +$7.42M 3.98% 9

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evexia Wealth's JPM Position: Q1 2026 in Review

Evexia Wealth increased its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, buying an estimated $319K and bringing the position to 28,925 shares worth $9.07M. The position accounts for 2.49% of the portfolio, ranked #18.

Evexia Wealth first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evexia Wealth held 28,925 shares of JPMorgan Chase worth $9.07M as of Q1 2026.
  • Evexia Wealth bought 1,052 JPMorgan Chase shares in Q1 2026, an estimated $319K.
  • JPMorgan Chase made up 2.49% of Evexia Wealth's portfolio in Q1 2026, its #18 holding.
  • Evexia Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Evexia Wealth's JPMorgan Chase position peaked at $10.2M in Q4 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.