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JPMorgan Chase & Co. shares owned by Evergreen Capital Management

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

Historical chart of Evergreen Capital Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2012-09-30 $3.6M 90k 40.48
2012-06-30 $3.9M 86k 45.98
2012-03-31 $3.9M 86k 45.98
2011-12-31 $3.6M 107k 33.25
2011-09-30 $3.2M 106k 30.12
2011-06-30 $3.2M 78k 40.94
2011-03-31 $3.5M 76k 46.10

More positions owned by Evergreen Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
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Global X Fds Globx Supdv Us (DIV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Alphabet Cap Stk Cl C Call Option (Principal) (GOOG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vaneck Etf Trust Fallen Angel Hg (ANGL)

View all positions for Evergreen Capital Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.