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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
Q2 		$10.2M Buy
28,967
+42
+0.1% +$13K 2.76% 13
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 $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

Evexia Wealth's JPM Position: Q2 2026 in Review

Evexia Wealth increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $13K and bringing the position to 28,967 shares worth $10.2M. The position accounts for 2.76% of the portfolio, ranked #13.

Evexia Wealth first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Evexia Wealth held 28,967 shares of JPMorgan Chase worth $10.2M as of Q2 2026.
  • Evexia Wealth bought 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 2.76% of Evexia Wealth's portfolio in Q2 2026, its #13 holding.
  • Evexia Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.