JPM β€” JPMORGAN CHASE &CO

Ownership history in Evergreen Private Wealth LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in JPMORGAN CHASE &CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.46% (2025 Q3)
πŸ“Š Avg. % of fund
3.05%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Evergreen Private Wealth LLC Γ— JPM AI Analytics

πŸ“ˆ Evergreen Private Wealth LLC outperformed the S&P 500 by +14.1% annually on this JPM position. Timing score: 29% (2/7 decisions correct). Average cost basis: $199.78. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+14.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.1% per year on this position.
7 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$199.78
+60.6% vs current ($320.77)

Best entry: $194.90 (2024 Q2)  Β·  Worst: $204.31 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

3 adds Β· 6 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 3.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JPM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 23,633 -3,397 -12.6% 3.00% $7.6M $320.77
2025 Q3 REDUCED 27,030 -1,050 -3.7% 3.46% $8.5M $312.49
2025 Q2 REDUCED 28,080 -284 -1.0% 3.41% $8.1M $285.83
2025 Q1 REDUCED 28,364 -116 -0.4% 3.25% $7.0M $240.37
2024 Q4 REDUCED 28,480 -222 -0.8% 3.20% $6.8M $233.69
2024 Q3 ADDED 28,702 +272 +1.0% 2.81% $6.1M $204.31
2024 Q2 ADDED 28,430 +252 +0.9% 2.83% $5.8M $194.90
2024 Q1 REDUCED 28,178 -1,043 -3.6% 2.83% $5.6M $191.89
2023 Q4 INITIATED 29,221 β€” β€” 2.68% $5.0M β€”

🏒 Other funds also holding JPM

As of 2025 Q4 β€” sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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