JPMorgan Chase & Co. shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 6.0k | 210.86 |
| 2024-06-30 | $1.5M | 7.5k | 202.27 |
| 2024-03-31 | $1.7M | 8.7k | 200.31 |
| 2023-12-31 | $1.8M | 10k | 170.09 |
| 2023-09-30 | $1.6M | 11k | 145.03 |
| 2023-06-30 | $1.7M | 12k | 145.44 |
| 2023-03-31 | $1.5M | 12k | 130.30 |
| 2022-12-31 | $1.6M | 12k | 134.12 |
| 2022-09-30 | $1.3M | 12k | 104.54 |
| 2022-06-30 | $1.3M | 12k | 112.62 |
| 2022-03-31 | $1.6M | 12k | 136.34 |
| 2021-12-31 | $1.8M | 11k | 158.35 |
More positions owned by Evergreen Wealth Solutions
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