JP Morgan Chase
EVRG icon

JP Morgan Chase’s Evergy EVRG Stock Holding History

JP Morgan Chase’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,200
Closed -$2.95M – 7834
2026
Q1 		$2.95M Buy
+36,200
New +$2.86M ﹤0.01% 3793
2025
Q3 		– Sell
-300
Closed -$20.7K – 7490
2025
Q2 		$20.7K Buy
+300
New +$20.2K ﹤0.01% 6165
2018
Q4 		– Sell
-50,000
Closed -$2.75M – 5745
2018
Q3 		$2.75M Buy
+50,000
New +$2.83M ﹤0.01% 3233

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

JP Morgan Chase reduced its Evergy (EVRG) stake by 18% in Q2 2026, selling an estimated $44.7M and leaving 2,480,723 shares worth $216M. The position accounts for 0.01% of the portfolio, ranked #728.

JP Morgan Chase first reported a position in EVRG in Q2 2018 and has held it in 33 quarters since. The position peaked at $419M in Q4 2018. 945 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • JP Morgan Chase held 2,480,723 shares of Evergy worth $216M as of Q2 2026.
  • JP Morgan Chase sold 540,134 Evergy shares in Q2 2026, an estimated $44.7M.
  • Evergy made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #728 holding.
  • JP Morgan Chase first reported a position in Evergy in Q2 2018 and has held it in 33 quarters since.
  • JP Morgan Chase's Evergy position peaked at $419M in Q4 2018.
  • 945 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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