JP Morgan Chase
EFOR

JP Morgan Chase’s Everforth Inc EFOR Stock Holding History

JP Morgan Chase’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Buy
292,179
+142,768
+96% +$6.36M ﹤0.01% 2576
2025
Q4 		$7.2M Sell
149,411
-155,201
-51% -$7.15M ﹤0.01% 2991
2025
Q3 		$14.4M Sell
304,612
-115,849
-28% -$5.91M ﹤0.01% 2385
2025
Q2 		$21M Buy
420,461
+23,316
+6% +$1.27M ﹤0.01% 1924
2025
Q1 		$25M Buy
397,145
+30,424
+8% +$2.34M ﹤0.01% 1739
2024
Q4 		$30.6M Sell
366,721
-99,008
-21% -$9.04M ﹤0.01% 1655
2024
Q3 		$43.4M Buy
465,729
+19,038
+4% +$1.77M ﹤0.01% 1412
2024
Q2 		$39.4M Sell
446,691
-21,656
-5% -$2.07M ﹤0.01% 1383
2024
Q1 		$49.1M Sell
468,347
-28,267
-6% -$2.73M ﹤0.01% 1289
2023
Q4 		$47.8M Buy
496,614
+245,849
+98% +$21.5M ﹤0.01% 1248
2023
Q3 		$20.5M Sell
250,765
-29,282
-10% -$2.33M ﹤0.01% 1663
2023
Q2 		$21.2M Buy
280,047
+20,409
+8% +$1.47M ﹤0.01% 1658
2023
Q1 		$21.5M Buy
259,638
+26,553
+11% +$2.3M ﹤0.01% 1614
2022
Q4 		$19M Buy
233,085
+703
+0.3% +$61.7K ﹤0.01% 1715
2022
Q3 		$21M Sell
232,382
-10,029
-4% -$973K ﹤0.01% 1548
2022
Q2 		$21.9M Buy
242,411
+43,933
+22% +$4.51M ﹤0.01% 1546
2022
Q1 		$23.2M Sell
198,478
-33,836
-15% -$3.84M ﹤0.01% 1656
2021
Q4 		$28.7M Buy
232,314
+39,821
+21% +$4.87M ﹤0.01% 1517
2021
Q3 		$21.8M Sell
192,493
-4,491
-2% -$473K ﹤0.01% 1693
2021
Q2 		$19.1M Sell
196,984
-16,276
-8% -$1.66M ﹤0.01% 1885
2021
Q1 		$20.4M Buy
213,260
+26,620
+14% +$2.46M ﹤0.01% 1748
2020
Q4 		$15.6M Buy
186,640
+39,071
+26% +$3.01M ﹤0.01% 1830
2020
Q3 		$9.45M Buy
147,569
+24,219
+20% +$1.67M ﹤0.01% 2075
2020
Q2 		$8.22M Buy
123,350
+1,661
+1% +$88.1K ﹤0.01% 2060
2020
Q1 		$4.3M Sell
121,689
-54,366
-31% -$3.08M ﹤0.01% 2391
2019
Q4 		$12.5M Buy
176,055
+37,891
+27% +$2.47M ﹤0.01% 1939
2019
Q3 		$8.69M Sell
138,164
-57,594
-29% -$3.56M ﹤0.01% 2243
2019
Q2 		$11.5M Buy
195,758
+68,001
+53% +$4.08M ﹤0.01% 1989
2019
Q1 		$8.11M Sell
127,757
-24,592
-16% -$1.54M ﹤0.01% 2230
2018
Q4 		$8.3M Buy
152,349
+23,790
+19% +$1.55M ﹤0.01% 2169
2018
Q3 		$10.1M Sell
128,559
-97,274
-43% -$8.4M ﹤0.01% 2199
2018
Q2 		$17.7M Buy
225,833
+16,713
+8% +$1.37M ﹤0.01% 1696
2018
Q1 		$17.1M Buy
209,120
+13,751
+7% +$1.03M ﹤0.01% 1624
2017
Q4 		$12.6M Buy
195,369
+46,951
+32% +$2.84M ﹤0.01% 1936
2017
Q3 		$7.98M Sell
148,418
-11,593
-7% -$580K ﹤0.01% 2172
2017
Q2 		$8.66M Sell
160,011
-16,402
-9% -$843K ﹤0.01% 2072
2017
Q1 		$8.56M Buy
176,413
+6,058
+4% +$281K ﹤0.01% 2039
2016
Q4 		$7.52M Buy
170,355
+54,552
+47% +$2.17M ﹤0.01% 2131
2016
Q3 		$4.2M Buy
115,803
+45,449
+65% +$1.69M ﹤0.01% 2373
2016
Q2 		$2.6M Buy
70,354
+6,655
+10% +$245K ﹤0.01% 2669
2016
Q1 		$2.35M Sell
63,699
-3,286
-5% -$116K ﹤0.01% 2618
2015
Q4 		$3.01M Sell
66,985
-140,835
-68% -$6.16M ﹤0.01% 2529
2015
Q3 		$7.67M Buy
207,820
+173,985
+514% +$6.61M ﹤0.01% 1952
2015
Q2 		$1.33M Buy
33,835
+104
+0.3% +$3.97K ﹤0.01% 3133
2015
Q1 		$1.29M Sell
33,731
-1,369
-4% -$49.9K ﹤0.01% 3090
2014
Q4 		$1.17M Sell
35,100
-17,653
-33% -$531K ﹤0.01% 3262
2014
Q3 		$1.42M Buy
52,753
+17,283
+49% +$536K ﹤0.01% 3140
2014
Q2 		$1.26M Buy
35,470
+7,448
+27% +$267K ﹤0.01% 2752
2014
Q1 		$1.08M Sell
28,022
-56,081
-67% -$1.88M ﹤0.01% 2810
2013
Q4 		$2.94M Buy
84,103
+29,656
+54% +$988K ﹤0.01% 2504
2013
Q3 		$1.8M Sell
54,447
-18,783
-26% -$582K ﹤0.01% 2880
2013
Q2 		$1.96M Buy
+73,230
New +$1.84M ﹤0.01% 2810

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

JP Morgan Chase's EFOR Position: Q1 2026 in Review

JP Morgan Chase increased its Everforth Inc (EFOR) stake by 96% in Q1 2026, buying an estimated $6.36M and bringing the position to 292,179 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

JP Morgan Chase first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.1M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • JP Morgan Chase held 292,179 shares of Everforth Inc worth $11.2M as of Q1 2026.
  • JP Morgan Chase bought 142,768 Everforth Inc shares in Q1 2026, an estimated $6.36M.
  • Everforth Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2576 holding.
  • JP Morgan Chase first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Everforth Inc position peaked at $49.1M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.