Evergreen Capital Management LLC Jpmorgan Chase & CO Transaction History

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025

A detailed history of Evergreen Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evergreen Capital Management LLC holds 89,079 shares of JPM stock, worth $23.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
89,079
Previous 124,645 28.53%
Holding current value
$23.8 Million
Previous $29.9 Million 26.87%
% of portfolio
0.79%
Previous 1.04%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$225.19 - $279.95 $8.01 Million - $9.96 Million
-35,566 Reduced 28.53%
89,079 $21.9 Million
Q4 2024

Feb 13, 2025
BUY
$205.18 - $250.29 $55,808 - $68,078
272 Added 0.22%
124,645 $29.9 Million
Q3 2024

Nov 14, 2024
SELL
$194.9 - $224.8 $2.58 Million - $2.97 Million
-13,233 Reduced 9.62%
124,373 $26.2 Million
Q2 2024

Aug 14, 2024
BUY
$180.08 - $204.79 $602,547 - $685,227
3,346 Added 2.49%
137,606 $27.8 Million
Q1 2024

May 15, 2024
BUY
$167.09 - $200.3 $6,516 - $7,811
39 Added 0.03%
134,260 $26.9 Million
Q4 2023

Feb 14, 2024
BUY
$135.69 - $170.3 $50,476 - $63,351
372 Added 0.28%
134,221 $22.8 Million
Q3 2023

Nov 14, 2023
SELL
$143.21 - $158.0 $87,644 - $96,696
-612 Reduced 0.46%
133,849 $19.4 Million
Q2 2023

Aug 14, 2023
BUY
$127.47 - $145.44 $10,452 - $11,926
82 Added 0.06%
134,461 $19.6 Million
Q1 2023

May 15, 2023
SELL
$124.91 - $143.8 $1.46 Million - $1.68 Million
-11,706 Reduced 8.01%
134,379 $17.5 Million
Q4 2022

Feb 14, 2023
SELL
$101.96 - $137.84 $979,223 - $1.32 Million
-9,604 Reduced 6.17%
146,085 $19.6 Million
Q3 2022

Nov 14, 2022
BUY
$20.73 - $120.58 $441,611 - $2.57 Million
21,303 Added 15.85%
155,689 $16.3 Million
Q2 2022

Aug 15, 2022
BUY
$112.61 - $135.91 $1.12 Million - $1.35 Million
9,920 Added 7.97%
134,386 $15.1 Million
Q1 2022

May 16, 2022
BUY
$128.3 - $168.44 $547,456 - $718,733
4,267 Added 3.55%
124,466 $17 Million
Q4 2021

Mar 11, 2022
BUY
$153.94 - $171.78 $913,172 - $1.02 Million
5,932 Added 5.19%
120,199 $19 Million
Q3 2021

Nov 15, 2021
BUY
$146.97 - $166.98 $1.92 Million - $2.18 Million
13,052 Added 12.9%
114,267 $18.7 Million
Q2 2021

Aug 16, 2021
BUY
$147.37 - $166.44 $489,857 - $553,246
3,324 Added 3.4%
101,215 $15.7 Million
Q1 2021

May 17, 2021
SELL
$125.65 - $157.65 $1.3 Million - $1.63 Million
-10,346 Reduced 9.56%
97,891 $14.9 Million
Q4 2020

Feb 16, 2021
BUY
$96.54 - $127.07 $1.75 Million - $2.3 Million
18,137 Added 20.13%
108,237 $13.8 Million
Q3 2020

Nov 16, 2020
BUY
$91.28 - $103.82 $1 Million - $1.14 Million
10,960 Added 13.85%
90,100 $8.67 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $846,518 - $1.14 Million
10,074 Added 14.59%
79,140 $7.44 Million
Q1 2020

May 15, 2020
BUY
$79.03 - $141.09 $3.31 Million - $5.9 Million
41,840 Added 153.68%
69,066 $6.22 Million
Q4 2019

Feb 14, 2020
BUY
$111.82 - $139.4 $576,432 - $718,607
5,155 Added 23.36%
27,226 $3.8 Million
Q3 2019

Nov 14, 2019
BUY
$104.8 - $120.23 $61,832 - $70,935
590 Added 2.75%
22,071 $2.6 Million
Q2 2019

Aug 14, 2019
BUY
$104.64 - $116.12 $50,227 - $55,737
480 Added 2.29%
21,481 $2.4 Million
Q1 2019

May 10, 2019
BUY
$97.11 - $107.19 $117,017 - $129,163
1,205 Added 6.09%
21,001 $2.13 Million
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $155,716 - $194,890
1,690 Added 9.33%
19,796 $1.93 Million
Q3 2018

Nov 13, 2018
BUY
$103.61 - $118.63 $113,763 - $130,255
1,098 Added 6.46%
18,106 $2.04 Million
Q2 2018

Aug 13, 2018
SELL
$103.24 - $114.29 $40,986 - $45,373
-397 Reduced 2.28%
17,008 $1.77 Million
Q1 2018

May 10, 2018
BUY
$107.01 - $118.77 $647,089 - $718,202
6,047 Added 53.24%
17,405 $1.91 Million
Q4 2017

Feb 14, 2018
SELL
$95.86 - $107.83 $463,866 - $521,789
-4,839 Reduced 29.88%
11,358 $1.22 Million
Q3 2017

Nov 09, 2017
BUY
$88.42 - $95.51 $1.43 Million - $1.55 Million
16,197
16,197 $1.55 Million

Others Institutions Holding JPM

# of Institutions
5,177
Shares Held
1.99B
Call Options Held
24M
Put Options Held
26.3M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $785B
  • 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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