Evolution Advisers’s JPMorgan Chase JPM Stock Holding History

Evolution Advisers’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	$216K	Buy	660 +9	+1%	+$2.79K	0.08%	52
2026 Q1	$191K	Hold	651	–	–	0.08%	46
2025 Q4	$209K	Hold	651	–	–	0.09%	43
2025 Q3	$202K	Hold	651	–	–	0.09%	42
2025 Q2	$188K	Hold	651	–	–	0.09%	43
2025 Q1	$159K	Sell	651 -6	-0.9%	-$1.53K	0.08%	47
2024 Q4	$157K	Hold	657	–	–	0.09%	46
2024 Q3	$138K	Hold	657	–	–	0.08%	46
2024 Q2	$132K	Buy	657 +6	+0.9%	+$1.17K	0.08%	46
2024 Q1	$131K	Hold	651	–	–	0.08%	48
2023 Q4	$112K	Buy	651 +400	+159%	+$60.6K	0.07%	49
2023 Q3	$36K	Hold	251	–	–	0.03%	76
2023 Q2	$36K	Hold	251	–	–	0.03%	76
2023 Q1	$32K	Hold	251	–	–	0.02%	75
2022 Q4	$33K	Sell	251 -280	-53%	-$35.5K	0.03%	81
2022 Q3	$55K	Hold	531	–	–	0.05%	56
2022 Q2	$60K	Hold	531	–	–	0.05%	54
2022 Q1	$72K	Buy	531 +200	+60%	+$29.5K	0.05%	54
2021 Q4	$52K	Buy	+331	New	+$54.4K	0.04%	52

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Evolution Advisers's JPM Position: Q2 2026 in Review

Evolution Advisers increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $2.79K and bringing the position to 660 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #52.

Evolution Advisers first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Evolution Advisers held 660 shares of JPMorgan Chase worth $216K as of Q2 2026.
Evolution Advisers bought 9 JPMorgan Chase shares in Q2 2026, an estimated $2.79K.
JPMorgan Chase made up 0.08% of Evolution Advisers's portfolio in Q2 2026, its #52 holding.
Evolution Advisers first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.