Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,083,940
+$13,551,697 QoQ
Shares Held
519,610
-2.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#296
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 3%
None 3%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $177,521,176 across 6 Banks - Diversified names. JPM ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
519,610 | $170,083,940 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,375 | $3,171,309 | |
| 3 | BAC |
Bank Of America Corp /De/
|
46,844 | $2,669,170 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,313 | $768,312 | |
| 5 | C |
Citigroup Inc
|
4,328 | $605,746 | |
| 6 | RY |
Royal Bank Of Canada
|
1,076 | $222,699 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,083,940 | 519,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $156,532,243 | 532,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $189,141,205 | 586,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $186,422,283 | 591,010 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $173,977,309 | 600,108 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $156,063,539 | 636,215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $156,020,765 | 650,873 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $138,355,366 | 656,148 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $134,222,769 | 663,615 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $126,268,518 | 630,397 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $106,376,286 | 625,375 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $89,561,740 | 617,582 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $89,317,320 | 614,118 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $78,887,718 | 605,385 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $81,021,877 | 604,190 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $62,423,178 | 597,351 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,245,511 | 597,154 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $80,601,925 | 591,270 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $85,812,397 | 541,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $87,169,507 | 532,528 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $81,633,924 | 524,842 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $76,629,688 | 503,381 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $61,186,491 | 481,518 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $38,126,963 | 396,042 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $15,114,595 | 160,691 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,386,020 | 148,684 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||