EVOLUTION WEALTH MANAGEMENT INC.

Position in JPM — Jpmorgan Chase & Co

CIK 2010029 FORT MYERS, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$432,075

+$191,158 QoQ

Shares Held

1,320

+61.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#4,401

of 5,056 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $1,022,394 across 5 Banks - Diversified names. JPM ranks #2 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	9,544	$543,817
2	JPM	Jpmorgan Chase & Co This page	1,320	$432,075
3	C	Citigroup Inc	169	$23,653
4	WFC	Wells Fargo & Company/Mn	224	$18,511
5	BNY	Bank of New York Mellon Corp	30	$4,338

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,075	1,320	+61.2%	Shares	Sole	2026-07-21
2026-03-31	$240,917	819	+24.3%	Shares	Sole	2026-04-27
2025-12-31	$212,342	659	+78.6%	Shares	Sole	2026-02-10
2025-09-30	$116,393	369	+39.2%	Shares	Sole	2026-02-10
2025-06-30	$76,826	265	—	Shares	Sole	2025-08-29
No filing history on record for this holder in this stock.