Evolution Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Evolution Wealth Management's JPM Position: Q2 2026 in Review
Evolution Wealth Management increased its JPMorgan Chase (JPM) stake by 61% in Q2 2026, buying an estimated $156K and bringing the position to 1,320 shares worth $432K. The position accounts for 0.25% of the portfolio, ranked #70.
Evolution Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Evolution Wealth Management held 1,320 shares of JPMorgan Chase worth $432K as of Q2 2026.
- Evolution Wealth Management bought 501 JPMorgan Chase shares in Q2 2026, an estimated $156K.
- JPMorgan Chase made up 0.25% of Evolution Wealth Management's portfolio in Q2 2026, its #70 holding.
- Evolution Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.