Evercore Wealth Management, LLC / JPM
Evercore Wealth Management, LLC’s Jpmorgan Chase & Co Position
Does Evercore Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 532.1K shares worth $157M (+2.46% of its 13F portfolio) as of Q1 2026, down from 587.0K shares the prior filed quarter.
Position Value
$157M
Q1 2026
Shares
532.1K
% of Portfolio
+2.46%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 532.1K | $157M | +2.46% |
| Q4 2025 | 587.0K | $189M | +2.77% |
| Q3 2025 | 591.0K | $186M | +2.74% |
| Q2 2025 | 600.1K | $174M | +2.70% |
| Q1 2025 | 636.2K | $156M | +2.51% |
| Q4 2024 | 650.9K | $156M | +2.34% |
| Q3 2024 | 656.1K | $138M | +2.08% |
| Q2 2024 | 663.6K | $134M | +2.11% |
| Q1 2024 | 630.4K | $126M | +1.98% |
| Q4 2023 | 625.4K | $106M | +1.78% |
| Q3 2023 | 617.6K | $90M | +1.68% |
| Q2 2023 | 614.1K | $89M | +1.64% |
| Q1 2023 | 605.4K | $79M | +1.57% |
| Q4 2022 | 604.2K | $81M | +1.70% |
| Q3 2022 | 597.4K | $62M | +1.41% |
| Q2 2022 | 597.2K | $67M | +1.42% |
| Q1 2022 | 591.3K | $81M | +1.43% |
| Q4 2021 | 541.9K | $86M | +1.40% |
| Q3 2021 | 532.5K | $87M | +1.58% |
| Q2 2021 | 524.8K | $82M | +1.49% |
| Q1 2021 | 503.4K | $77M | +1.52% |
| Q4 2020 | 481.5K | $61M | +1.32% |
| Q3 2020 | 396.0K | $38M | +0.93% |
| Q2 2020 | 160.7K | $15M | +0.40% |
| Q1 2020 | 148.7K | $13M | +0.44% |
| Q4 2019 | 144.3K | $20M | +0.54% |
| Q3 2019 | 143.0K | $17M | +0.49% |
| Q2 2019 | 142.3K | $16M | +0.48% |
| Q1 2019 | 132.3K | $13M | +0.43% |
| Q4 2018 | 127.2K | $12M | +0.47% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of JPM.