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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

JPM holding history

JPMorgan Chase & Co 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.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
519,610
Value
$170.1M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026519,610$170.1M2.4%−12,523−2.4%ReducedHolders
Q1 2026532,133$156.5M2.5%−54,861−9.3%ReducedHolders
Q4 2025586,994$189.1M2.8%−4,016−0.7%ReducedHolders
Q3 2025591,010$186.4M2.7%−9,098−1.5%ReducedHolders
Q2 2025600,108$174.0M2.7%−36,107−5.7%ReducedHolders
Q1 2025636,215$156.1M2.5%−14,658−2.3%ReducedHolders
Q4 2024650,873$156.0M2.3%−5,275−0.8%ReducedHolders
Q3 2024656,148$138.4M2.1%−7,467−1.1%ReducedHolders
Q2 2024663,615$134.2M2.1%+33,218+5.3%AddedHolders
Q1 2024630,397$126.3M2.0%+5,022+0.8%AddedHolders
Q4 2023625,375$106.4M1.8%+7,793+1.3%AddedHolders
Q3 2023617,582$89.6M1.7%+3,464+0.6%AddedHolders
Q2 2023614,118$89.3M1.6%+8,733+1.4%AddedHolders
Q1 2023605,385$78.9M1.6%+1,195+0.2%AddedHolders
Q4 2022604,190$81.0M1.7%+6,839+1.1%AddedHolders
Q3 2022597,351$62.4M1.4%+1970.0%AddedHolders
Q2 2022597,154$67.2M1.4%+5,884+1.0%AddedHolders
Q1 2022591,270$80.6M1.4%+49,354+9.1%AddedHolders
Q4 2021541,916$85.8M1.4%+9,388+1.8%AddedHolders
Q3 2021532,528$87.2M1.6%+7,686+1.5%AddedHolders
Q2 2021524,842$81.6M1.5%+21,461+4.3%AddedHolders
Q1 2021503,381$76.6M1.5%––Holders

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