A detailed history of Evelyn Partners Investment Management Services LTD transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evelyn Partners Investment Management Services LTD holds 22,029 shares of JPM stock, worth $6.62 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
22,029
Previous 21,115 4.33%
Holding current value
$6.62 Million
Previous $6.19 Billion 12.29%
% of portfolio
0.93%
Previous 0.82%

Shares

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

Nov 14, 2025

BUY
$282.78 - $316.06 $258,460 - $288,878
914 Added 4.33%
22,029 $6.95 Billion
Q2 2025

Aug 12, 2025

BUY
$210.28 - $289.91 $1.18 Million - $1.63 Million
5,627 Added 36.33%
21,115 $6.19 Billion
Q1 2025

Aug 04, 2025

BUY
$225.19 - $279.95 $3.49 Million - $4.34 Million
15,488 New
15,488 $4.62 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 $881B
  • 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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