Evelyn Partners Investment Management (Europe) Ltd
Position in JPM — Jpmorgan Chase & Co
CIK 2065055
Dublin, L2
Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,060,290
-$438,223 QoQ
Shares Held
13,803
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 67%
Shared 33%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management (Europe) Ltd holds $6,141,383 across 6 Banks - Diversified names. JPM ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
13,803 | $4,060,290 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,295 | $1,623,131 | |
| 3 | C |
Citigroup Inc
|
2,115 | $239,862 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,696 | $135,018 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
450 | $42,637 | |
| 6 | RY |
Royal Bank Of Canada
|
250 | $40,445 |
All Filings in JPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,060,290 | 13,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,498,513 | 13,961 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,522,635 | 14,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,220,219 | 14,557 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $3,698,388 | 15,077 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $4,024,251 | 16,788 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||