JP Morgan Chase
EG icon

JP Morgan Chase’s Everest Group EG Stock Holding History

JP Morgan Chase’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,100
Closed -$409K – 7604
2023
Q3 		$409K Buy
+1,100
New +$399K ﹤0.01% 4598

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase increased its Everest Group (EG) stake by 54% in Q1 2026, buying an estimated $12.2M and bringing the position to 105,260 shares worth $34M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

JP Morgan Chase first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $272M in Q2 2015. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • JP Morgan Chase held 105,260 shares of Everest Group worth $34M as of Q1 2026.
  • JP Morgan Chase bought 37,082 Everest Group shares in Q1 2026, an estimated $12.2M.
  • Everest Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1644 holding.
  • JP Morgan Chase first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Everest Group position peaked at $272M in Q2 2015.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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