Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$32,037,423
+$162,541 QoQ
Shares Held
97,875
-9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#166
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 27%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $125,232,337 across 18 Banks - Diversified names. JPM ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
97,875 | $32,037,423 | |
| 2 | BAC |
Bank Of America Corp /De/
|
397,722 | $22,662,199 | |
| 3 | C |
Citigroup Inc
|
156,204 | $21,862,311 | |
| 4 | UBS |
UBS Group AG
|
269,605 | $13,361,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
33,612 | $4,860,630 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
228,544 | $4,545,739 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
47,147 | $3,896,227 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
148,899 | $3,511,038 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,037,423 | 97,875 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $31,874,882 | 108,359 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,464,289 | 94,545 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $28,524,965 | 90,432 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $26,722,164 | 92,174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,851,078 | 89,079 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $29,878,652 | 124,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,225,290 | 124,373 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $27,832,189 | 137,606 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $26,892,278 | 134,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,830,991 | 134,221 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $19,410,781 | 133,849 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $19,556,007 | 134,461 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,510,927 | 134,379 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $19,589,998 | 146,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,269,500 | 155,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,133,206 | 134,386 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $16,967,205 | 124,466 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,033,511 | 120,199 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $18,704,365 | 114,267 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,742,981 | 101,215 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,901,946 | 97,891 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,753,675 | 108,237 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,673,927 | 90,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,443,908 | 79,140 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,218,011 | 69,066 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||