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Evolution Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Evolution Wealth Advisors’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 		$1.87M Hold
6,365
– – 0.19% 49
2025
Q4 		$2.05M Sell
6,365
-133
-2% -$41.2K 0.21% 47
2025
Q3 		$2.05M Hold
6,498
– – 0.28% 48
2025
Q2 		$1.88M Sell
6,498
-100
-2% -$25.5K 0.28% 50
2025
Q1 		$1.62M Sell
6,598
-90
-1% -$22.9K 0.27% 51
2024
Q4 		$1.6M Buy
6,688
+1,850
+38% +$431K 0.27% 50
2024
Q3 		$1.02M Sell
4,838
-530
-10% -$112K 0.18% 60
2024
Q2 		$1.08M Sell
5,368
-38
-0.7% -$7.43K 0.21% 59
2024
Q1 		$1.08M Buy
5,406
+438
+9% +$79K 0.21% 57
2023
Q4 		$845K Buy
4,968
+68
+1% +$10.3K 0.17% 61
2023
Q3 		$711K Sell
4,900
-150
-3% -$22.5K 0.16% 61
2023
Q2 		$734K Buy
5,050
+702
+16% +$96.6K 0.16% 58
2023
Q1 		$567K Buy
4,348
+434
+11% +$59.5K 0.14% 62
2022
Q4 		$525K Buy
3,914
+369
+10% +$46.8K 0.13% 68
2022
Q3 		$370K Buy
3,545
+724
+26% +$83.1K 0.1% 81
2022
Q2 		$318K Hold
2,821
– – 0.08% 85
2022
Q1 		$386K Sell
2,821
-1,070
-27% -$158K 0.08% 80
2021
Q4 		$616 Buy
3,891
+920
+31% +$151K 0.09% 67
2021
Q3 		$486K Buy
2,971
+70
+2% +$11K 0.1% 63
2021
Q2 		$451K Sell
2,901
-1,095
-27% -$172K 0.09% 72
2021
Q1 		$608K Buy
3,996
+1,060
+36% +$153K 0.14% 71
2020
Q4 		$373K Sell
2,936
-979
-25% -$109K 0.08% 80
2020
Q3 		$377K Buy
3,915
+1,355
+53% +$133K 0.1% 72
2020
Q2 		$241K Sell
2,560
-24,575
-91% -$2.33M 0.08% 72
2020
Q1 		$2.44M Buy
27,135
+23,887
+735% +$2.9M 0.99% 24
2019
Q4 		$453K Buy
3,248
+23
+0.7% +$2.95K 0.11% 50
2019
Q3 		$380K Sell
3,225
-423
-12% -$47.8K 0.18% 24
2019
Q2 		$408K Buy
3,648
+853
+31% +$94K 0.18% 32
2019
Q1 		$283K Hold
2,795
– – 0.13% 39
2018
Q4 		$273K Buy
+2,795
New +$298K 0.12% 53

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

Evolution Wealth Advisors's JPM Position: Q1 2026 in Review

Evolution Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 6,365 shares worth $1.87M. The position accounts for 0.19% of the portfolio, ranked #49.

Evolution Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.44M in Q1 2020. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Evolution Wealth Advisors held 6,365 shares of JPMorgan Chase worth $1.87M as of Q1 2026.
  • Evolution Wealth Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.19% of Evolution Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Evolution Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Evolution Wealth Advisors's JPMorgan Chase position peaked at $2.44M in Q1 2020.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.