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

View all funds holding JPMorgan Chase & Co.