Evolution Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1763121 AVENTURA, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,900,477

+$28,149 QoQ

Shares Held

5,806

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#3,019

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,492,214 across 3 Banks - Diversified names. JPM ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,806	$1,900,477
2	BAC	Bank Of America Corp /De/	18,859	$1,074,585
3	C	Citigroup Inc	3,695	$517,152

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,900,477	5,806	-8.8%	Shares	Sole	2026-07-29
2026-03-31	$1,872,328	6,365	0.0%	Shares	Sole	2026-05-08
2025-12-31	$2,050,930	6,365	-2.0%	Shares	Sole	2026-01-12
2025-09-30	$2,049,664	6,498	0.0%	Shares	Sole	2025-10-28
2025-06-30	$1,883,835	6,498	-1.5%	Shares	Sole	2025-08-08
2025-03-31	$1,618,489	6,598	-1.3%	Shares	Sole	2025-05-09
2024-12-31	$1,603,180	6,688	+38.2%	Shares	Sole	2025-01-17
2024-09-30	$1,020,140	4,838	-9.9%	Shares	Sole	2024-11-06
2024-06-30	$1,085,731	5,368	-0.7%	Shares	Sole	2024-07-18
2024-03-31	$1,082,821	5,406	+8.8%	Shares	Sole	2024-04-19
2023-12-31	$845,056	4,968	+1.4%	Shares	Sole	2024-01-31
2023-09-30	$710,598	4,900	-3.0%	Shares	Sole	2023-11-07
2023-06-30	$734,472	5,050	+16.1%	Shares	Sole	2023-07-17
2023-03-31	$566,587	4,348	+11.1%	Shares	Sole	2023-05-02
2022-12-31	$524,867	3,914	+10.4%	Shares	Sole	2023-02-07
2022-09-30	$370,452	3,545	+25.7%	Shares	Sole	2022-11-02
2022-06-30	$317,672	2,821	0.0%	Shares	Sole	2022-08-02
2022-03-31	$384,558	2,821	-27.5%	Shares	Sole	2022-04-29
2021-12-31	$616,139	3,891	+31.0%	Shares	Sole	2022-01-28
2021-09-30	$486,322	2,971	+2.4%	Shares	Sole	2021-11-09
2021-06-30	$451,221	2,901	-27.4%	Shares	Sole	2021-07-22
2021-03-31	$608,311	3,996	+36.1%	Shares	Sole	2021-04-20
2020-12-31	$373,077	2,936	-25.0%	Shares	Sole	2021-02-02
2020-09-30	$376,897	3,915	+52.9%	Shares	Sole	2020-10-15
2020-06-30	$240,793	2,560	-90.6%	Shares	Sole	2020-07-27
2020-03-31	$2,442,964	27,135	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.