JPMorgan Chase & Co. shares owned by Evergreen Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evergreen Wealth Management
from 13F filings
Historical chart of Evergreen Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Evergreen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 10k | 210.86 |
| 2024-06-30 | $2.3M | 12k | 202.25 |
| 2024-03-31 | $2.3M | 12k | 200.29 |
| 2023-12-31 | $2.0M | 12k | 170.09 |
| 2023-09-30 | $1.6M | 11k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.30 |
| 2022-12-31 | $1.6M | 12k | 134.10 |
More positions owned by Evergreen Wealth Management
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