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Evoke Wealth’s JPMorgan Chase JPM Stock Holding History

Evoke 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 		$11.6M Buy
39,316
+720
+2% +$219K 0.21% 54
2025
Q4 		$12.4M Buy
38,596
+1,344
+4% +$416K 0.23% 52
2025
Q3 		$11.8M Buy
37,252
+3,750
+11% +$1.12M 0.24% 50
2025
Q2 		$9.71M Buy
33,502
+4,925
+17% +$1.26M 0.22% 53
2025
Q1 		$7.01M Buy
28,577
+739
+3% +$188K 0.18% 56
2024
Q4 		$6.67M Buy
27,838
+1,052
+4% +$245K 0.19% 58
2024
Q3 		$5.65M Buy
+26,786
New +$5.64M 0.15% 67
2024
Q2 		– Sell
-25,844
Closed -$5.18M – 250
2024
Q1 		$5.18M Buy
+25,844
New +$4.66M 0.15% 69
2023
Q4 		– Sell
-25,269
Closed -$3.66M – 225
2023
Q3 		$3.66M Sell
25,269
-1,355
-5% -$203K 0.13% 81
2023
Q2 		$3.87M Buy
26,624
+1,858
+8% +$256K 0.13% 74
2023
Q1 		$3.23M Sell
24,766
-764
-3% -$105K 0.12% 88
2022
Q4 		$3.42M Sell
25,530
-1,005
-4% -$127K 0.12% 89
2022
Q3 		$2.77M Buy
26,535
+1,046
+4% +$120K 0.11% 88
2022
Q2 		$2.87M Buy
25,489
+1,055
+4% +$131K 0.11% 93
2022
Q1 		$3.33M Buy
24,434
+1,831
+8% +$270K 0.11% 91
2021
Q4 		$3.58M Buy
22,603
+724
+3% +$119K 0.11% 94
2021
Q3 		$3.58M Buy
21,879
+2,113
+11% +$331K 0.13% 86
2021
Q2 		$3.07M Sell
19,766
-210
-1% -$33K 0.12% 97
2021
Q1 		$3.04M Buy
19,976
+9,274
+87% +$1.33M 0.14% 92
2020
Q4 		$1.36M Sell
10,702
-100,910
-90% -$11.3M 0.09% 69
2020
Q3 		$10.7M Buy
111,612
+97,572
+695% +$9.58M 0.87% 19
2020
Q2 		$1.32M Sell
14,040
-2,956
-17% -$280K 0.13% 49
2020
Q1 		$1.53M Sell
16,996
-17,553
-51% -$2.13M 0.22% 34
2019
Q4 		$2.11M Buy
34,549
+23,386
+209% +$3M 0.27% 38
2019
Q3 		$1.31M Buy
+11,163
New +$1.26M 0.16% 69

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

Evoke Wealth's JPM Position: Q1 2026 in Review

Evoke Wealth increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $219K and bringing the position to 39,316 shares worth $11.6M. The position accounts for 0.21% of the portfolio, ranked #54.

Evoke Wealth first reported a position in JPM in Q3 2019 and has held it in 25 quarters since. The position peaked at $12.4M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evoke Wealth held 39,316 shares of JPMorgan Chase worth $11.6M as of Q1 2026.
  • Evoke Wealth bought 720 JPMorgan Chase shares in Q1 2026, an estimated $219K.
  • JPMorgan Chase made up 0.21% of Evoke Wealth's portfolio in Q1 2026, its #54 holding.
  • Evoke Wealth first reported a position in JPMorgan Chase in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's JPMorgan Chase position peaked at $12.4M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.