JPM β€” JPMORGAN CHASE & CO.

Ownership history in EVOLVE PRIVATE WEALTH, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which EVOLVE 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
0.95% (2025 Q4)
πŸ“Š Avg. % of fund
0.95%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    JPM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 49,545 β€” β€” 0.95% $16.0M $320.77

🏒 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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