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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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All positions including JPMorgan Chase & Co. held by Evergreen Wealth 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 Wealth Management

Quarter filed Position value Share count Share price at filing
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

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.