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JPMorgan Chase & Co. shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 14k 315.43
2025-06-30 $4.2M 15k 289.91
2025-03-31 $3.7M 12k 298.28

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.