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JPMorgan Chase & Co. shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 29k 210.86
2024-03-31 $5.6M 28k 200.30
2023-12-31 $5.0M 29k 170.10

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View all positions for Evergreen Private Wealth

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.