Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

JBL holding history

Jabil Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JBL overview All 13F holders of JBL Full Q2 2026 holdings

Shares (Q2 2026): 31,740
Value: $12.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of JBL by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,740	$12.2M	0.2%	−1,056−3.2%	Reduced	Holders
Q1 2026	32,796	$8.71M	0.1%	−3,044−8.5%	Reduced	Holders
Q4 2025	35,840	$8.17M	0.1%	−200−0.6%	Reduced	Holders
Q3 2025	36,040	$7.83M	0.1%	−500−1.4%	Reduced	Holders
Q2 2025	36,540	$7.97M	0.1%	00.0%	Unchanged	Holders
Q1 2025	36,540	$4.97M	0.1%	00.0%	Unchanged	Holders
Q4 2024	36,540	$5.26M	0.1%	00.0%	Unchanged	Holders
Q3 2024	36,540	$4.38M	0.1%	00.0%	Unchanged	Holders
Q2 2024	36,540	$3.98M	0.1%	−170.0%	Reduced	Holders
Q1 2024	36,557	$4.90M	0.1%	−16,000−30.4%	Reduced	Holders
Q4 2023	52,557	$6.70M	0.1%	00.0%	Unchanged	Holders
Q3 2023	52,557	$6.67M	0.1%	+170.0%	Added	Holders
Q2 2023	52,540	$5.67M	0.1%	00.0%	Unchanged	Holders
Q1 2023	52,540	$4.63M	0.1%	00.0%	Unchanged	Holders
Q4 2022	52,540	$3.58M	0.1%	00.0%	Unchanged	Holders
Q3 2022	52,540	$3.03M	0.1%	00.0%	Unchanged	Holders
Q2 2022	52,540	$2.69M	0.1%	−500−0.9%	Reduced	Holders
Q1 2022	53,040	$3.27M	0.1%	−500−0.9%	Reduced	Holders
Q4 2021	53,540	$3.77M	0.1%	−500−0.9%	Reduced	Holders
Q3 2021	54,040	$3.15M	0.1%	−3,500−6.1%	Reduced	Holders
Q2 2021	57,540	$3.34M	0.1%	−1,019−1.7%	Reduced	Holders
Q1 2021	58,559	$3.05M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.