Evercore Wealth Management, LLC Jpmorgan Chase & CO Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 656,148 shares of JPM stock, worth $170 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares

656,148

Previous 663,615 1.13%

Holding current value

$170 Million

Previous $134 Million 3.04%

% of portfolio

2.08%

Previous 2.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$194.9 - $224.8 $1.46 Million - $1.68 Million	-7,467 Reduced 1.13%	656,148 $138 Million
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $5.98 Million - $6.8 Million	33,218 Added 5.27%	663,615 $134 Million
Q1 2024 May 15, 2024	BUY	$167.09 - $200.3 $839,125 - $1.01 Million	5,022 Added 0.8%	630,397 $126 Million
Q4 2023 Feb 14, 2024	BUY	$135.69 - $170.3 $1.06 Million - $1.33 Million	7,793 Added 1.26%	625,375 $106 Million
Q3 2023 Nov 14, 2023	BUY	$143.21 - $158.0 $496,079 - $547,312	3,464 Added 0.56%	617,582 $89.6 Million
Q2 2023 Aug 04, 2023	BUY	$127.47 - $145.44 $1.11 Million - $1.27 Million	8,733 Added 1.44%	614,118 $89.3 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $149,267 - $171,841	1,195 Added 0.2%	605,385 $78.9 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $697,304 - $942,687	6,839 Added 1.14%	604,190 $81 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $4,083 - $23,754	197 Added 0.03%	597,351 $62.4 Million
Q2 2022 Aug 15, 2022	BUY	$112.61 - $135.91 $662,597 - $799,694	5,884 Added 1.0%	597,154 $67.2 Million
Q1 2022 May 16, 2022	BUY	$128.3 - $168.44 $6.33 Million - $8.31 Million	49,354 Added 9.11%	591,270 $80.6 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $1.45 Million - $1.61 Million	9,388 Added 1.76%	541,916 $85.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $1.13 Million - $1.28 Million	7,686 Added 1.46%	532,528 $87.2 Million
Q2 2021 Aug 16, 2021	BUY	$147.37 - $166.44 $3.16 Million - $3.57 Million	21,461 Added 4.26%	524,842 $81.6 Million
Q1 2021 May 17, 2021	BUY	$125.65 - $157.65 $2.75 Million - $3.45 Million	21,863 Added 4.54%	503,381 $76.6 Million
Q4 2020 Feb 16, 2021	BUY	$96.54 - $127.07 $8.25 Million - $10.9 Million	85,476 Added 21.58%	481,518 $61.2 Million
Q3 2020 Nov 16, 2020	BUY	$91.28 - $103.82 $21.5 Million - $24.4 Million	235,351 Added 146.46%	396,042 $38.1 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $1.01 Million - $1.36 Million	12,007 Added 8.08%	160,691 $15.1 Million
Q1 2020 May 14, 2020	BUY	$79.03 - $141.09 $342,832 - $612,048	4,338 Added 3.01%	148,684 $13.4 Million
Q4 2019 Feb 13, 2020	BUY	$111.82 - $139.4 $153,193 - $190,978	1,370 Added 0.96%	144,346 $20.1 Million
Q3 2019 Nov 14, 2019	BUY	$104.8 - $120.23 $74,512 - $85,483	711 Added 0.5%	142,976 $16.8 Million
Q2 2019 Aug 13, 2019	BUY	$104.64 - $116.12 $1.04 Million - $1.15 Million	9,924 Added 7.5%	142,265 $15.9 Million
Q1 2019 May 14, 2019	BUY	$97.11 - $107.19 $499,339 - $551,170	5,142 Added 4.04%	132,341 $13.4 Million
Q4 2018 Feb 13, 2019	SELL	$92.14 - $115.32 $20,455 - $25,601	-222 Reduced 0.17%	127,199 $12.4 Million
Q3 2018 Nov 13, 2018	BUY	$103.61 - $118.63 $132,413 - $151,609	1,278 Added 1.01%	127,421 $14.4 Million
Q2 2018 Aug 14, 2018	BUY	$103.24 - $114.29 $1.52 Million - $1.69 Million	14,769 Added 13.26%	126,143 $13.1 Million
Q1 2018 May 15, 2018	SELL	$107.01 - $118.77 $226,754 - $251,673	-2,119 Reduced 1.87%	111,374 $12.2 Million
Q4 2017 Feb 13, 2018	BUY	$95.86 - $107.83 $246,264 - $277,015	2,569 Added 2.32%	113,493 $12.1 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $9.81 Million - $10.6 Million	110,924	110,924 $10.6 Million

Others Institutions Holding JPM

# of Institutions

4,646

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $761B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Jpmorgan Chase & CO Transaction History