JPMorgan Chase & Co. shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 19k | 315.43 |
| 2025-06-30 | $5.6M | 19k | 289.91 |
| 2025-03-31 | $4.8M | 19k | 245.30 |
| 2024-12-31 | $4.8M | 20k | 239.71 |
| 2024-09-30 | $4.3M | 21k | 210.86 |
| 2024-06-30 | $4.3M | 21k | 202.26 |
| 2024-03-31 | $4.2M | 21k | 200.30 |
| 2023-12-31 | $3.5M | 21k | 170.10 |
| 2023-09-30 | $3.2M | 22k | 145.02 |
| 2023-06-30 | $3.3M | 22k | 145.44 |
| 2023-03-31 | $2.9M | 23k | 130.31 |
| 2022-12-31 | $3.1M | 23k | 134.10 |
| 2022-09-30 | $2.4M | 23k | 104.51 |
| 2022-06-30 | $2.6M | 23k | 112.60 |
| 2022-03-31 | $3.1M | 23k | 136.34 |
| 2021-12-31 | $3.7M | 23k | 158.36 |
| 2021-09-30 | $3.9M | 24k | 163.71 |
| 2021-06-30 | $3.8M | 25k | 155.56 |
| 2021-03-31 | $3.8M | 25k | 152.22 |
| 2020-12-31 | $3.2M | 26k | 127.06 |
| 2020-09-30 | $2.6M | 27k | 96.26 |
| 2020-06-30 | $2.5M | 27k | 94.05 |
| 2020-03-31 | $2.3M | 26k | 90.04 |
| 2019-12-31 | $3.5M | 25k | 139.42 |
| 2019-09-30 | $2.5M | 22k | 117.67 |
| 2019-06-30 | $2.4M | 21k | 111.81 |
| 2019-03-31 | $2.1M | 21k | 101.22 |
| 2018-12-31 | $2.0M | 21k | 97.63 |
| 2018-09-30 | $2.5M | 22k | 112.85 |
| 2018-06-30 | $2.3M | 23k | 104.21 |
| 2018-03-31 | $2.4M | 22k | 109.96 |
| 2017-12-31 | $2.2M | 21k | 106.92 |
| 2017-09-30 | $1.4M | 14k | 95.49 |
| 2017-06-30 | $1.3M | 14k | 91.43 |
| 2017-03-31 | $1.2M | 14k | 87.81 |
| 2016-12-31 | $958k | 11k | 86.27 |
| 2016-09-30 | $739k | 11k | 66.55 |
| 2016-06-30 | $689k | 11k | 62.17 |
| 2016-03-31 | $787k | 13k | 59.24 |
| 2015-12-31 | $935k | 14k | 66.04 |
| 2015-09-30 | $955k | 16k | 60.99 |
| 2015-06-30 | $1.0M | 15k | 67.78 |
| 2015-03-31 | $935k | 15k | 60.59 |
| 2014-12-31 | $815k | 13k | 62.57 |
| 2014-09-30 | $763k | 13k | 60.22 |
| 2014-06-30 | $733k | 13k | 57.65 |
| 2014-03-31 | $566k | 9.3k | 60.71 |
| 2013-12-31 | $377k | 6.4k | 58.53 |