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Evolve Private Wealth’s JPMorgan Chase JPM Stock Holding History

Evolve Private 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
Q2 		$11.2M Sell
34,350
-11,892
-26% -$3.69M 0.69% 23
2026
Q1 		$13.6M Sell
46,242
-3,303
-7% -$1M 0.73% 21
2025
Q4 		$16M Buy
+49,545
New +$15.3M 0.95% 18

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evolve Private Wealth's JPM Position: Q2 2026 in Review

Evolve Private Wealth reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $3.69M and leaving 34,350 shares worth $11.2M. The position accounts for 0.69% of the portfolio, ranked #23.

Evolve Private Wealth first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $16M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Evolve Private Wealth held 34,350 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
  • Evolve Private Wealth sold 11,892 JPMorgan Chase shares in Q2 2026, an estimated $3.69M.
  • JPMorgan Chase made up 0.69% of Evolve Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Evolve Private Wealth first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's JPMorgan Chase position peaked at $16M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.