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
2019
Q3 		– Sell
-92,300
Closed -$5.54M – 5788
2019
Q2 		$5.54M Buy
+92,300
New +$5.4M ﹤0.01% 2555

Other funds holding EVRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

JP Morgan Chase increased its Evergy (EVRG) stake by 37% in Q1 2026, buying an estimated $64.2M and bringing the position to 3,020,857 shares worth $246M. The position accounts for 0.02% of the portfolio, ranked #614.

JP Morgan Chase first reported a position in EVRG in Q2 2018 and has held it in 32 quarters since. The position peaked at $419M in Q4 2018. 918 funds tracked by Wall St. Rank hold EVRG as of Q1 2026.

  • JP Morgan Chase held 3,020,857 shares of Evergy worth $246M as of Q1 2026.
  • JP Morgan Chase bought 812,314 Evergy shares in Q1 2026, an estimated $64.2M.
  • Evergy made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #614 holding.
  • JP Morgan Chase first reported a position in Evergy in Q2 2018 and has held it in 32 quarters since.
  • JP Morgan Chase's Evergy position peaked at $419M in Q4 2018.
  • 918 funds tracked by Wall St. Rank held Evergy as of Q1 2026.

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