A detailed history of Evelyn Partners Investment Management LLP transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evelyn Partners Investment Management LLP holds 275,102 shares of JPM stock, worth $83.5 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
275,102
Previous 216,099 27.3%
Holding current value
$83.5 Million
Previous $67.5 Billion 28.61%
% of portfolio
2.47%
Previous 2.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$282.78 - $316.06 $16.7 Million - $18.6 Million
59,003 Added 27.3%
275,102 $86.8 Billion
Q2 2025

Aug 12, 2025

BUY
$210.28 - $289.91 $8.12 Million - $11.2 Million
38,611 Added 21.75%
216,099 $67.5 Billion
Q1 2025

Aug 04, 2025

BUY
$225.19 - $279.95 $40 Million - $49.7 Million
177,488 New
177,488 $52.9 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $891B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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