Evolution Advisers, Inc. JPM JPMORGAN CHASE & CO COM

Ownership history in Evolution Advisers, Inc.  ·  17 quarters on record

AI Ownership Summary

Evolution Advisers, Inc. reported JPMORGAN CHASE & CO COM (JPM) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows JPM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evolution Advisers, Inc.'s position in JPMORGAN CHASE & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evolution Advisers, Inc. held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 651 0% 0.08% $191 2026-05-01 $312.47
2025 Q4 UNCHANGED 651 0% 0.09% $202K 2026-01-23 $296.20
2025 Q2 UNCHANGED 651 0% 0.09% $188K 2025-07-25 $294.33
2025 Q1 REDUCED 651 -6 -0.9% 0.08% $159K 2025-05-09 $248.25
2024 Q4 UNCHANGED 657 0% 0.09% $157K 2025-01-29 $259.89
2024 Q3 UNCHANGED 657 0% 0.08% $138K 2024-10-18 $218.59
2024 Q2 ADDED 657 +6 +0.9% 0.08% $132K 2024-07-26 $204.60
2024 Q1 UNCHANGED 651 0% 0.08% $131K 2024-05-03 $182.64
2023 Q4 ADDED 651 +400 +159.4% 0.07% $112K 2024-02-02 $166.54
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Evolution Advisers, Inc. and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evolution Advisers, Inc. reported owning JPM?

Evolution Advisers, Inc. reported JPM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPM position in Evolution Advisers, Inc.'s portfolio?

The largest reported portfolio weight for JPM was 0.09% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Evolution Advisers, Inc. reported 651 shares, equal to 0.08% of portfolio, with an estimated market value of $191.

What does the chart on this JPM ownership page compare?

The chart compares Evolution Advisers, Inc.'s quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evolution Advisers, Inc. time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, Evolution Advisers, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JPM relative to SPY over the holding period was +7.0%.

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