Evoke Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-39,316
| Closed | -$11.6M | – | 351 |
|
|
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
Evoke Wealth's JPM Position: Q2 2026 in Review
Evoke Wealth sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 39,316 shares — an estimated $11.6M sold.
Evoke Wealth first reported a position in JPM in Q3 2019 and held it in 25 quarters. The position peaked at $12.4M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Evoke Wealth reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 39,316 JPMorgan Chase shares in Q2 2026, an estimated $11.6M.
- Evoke Wealth first reported a position in JPMorgan Chase in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's JPMorgan Chase position peaked at $12.4M in Q4 2025.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.