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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase's EG Position: Q2 2026 in Review

JP Morgan Chase increased its Everest Group (EG) stake by 33% in Q2 2026, buying an estimated $12M and bringing the position to 140,236 shares worth $51.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

JP Morgan Chase first reported a position in EG in Q2 2013 and has held it in 53 quarters since. The position peaked at $272M in Q2 2015. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • JP Morgan Chase held 140,236 shares of Everest Group worth $51.1M as of Q2 2026.
  • JP Morgan Chase bought 34,976 Everest Group shares in Q2 2026, an estimated $12M.
  • Everest Group made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1458 holding.
  • JP Morgan Chase first reported a position in Everest Group in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Everest Group position peaked at $272M in Q2 2015.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.