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Livermore
Livermore
ZHEN

Evanson Asset Management, LLC

SEC CIK
0001626379
Latest filing
Apr 8, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Evanson Asset 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 Q1 2026 holdings

Shares (Q1 2026)
4,623
Value
$1.36M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of JPM by Evanson Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20264,623$1.36M0.1%−76−1.6%ReducedHolders
Q4 20254,699$1.51M0.1%+9+0.2%AddedHolders
Q3 20254,690$1.48M0.1%−971−17.2%ReducedHolders
Q2 20255,661$1.64M0.1%+1,259+28.6%AddedHolders
Q1 20254,402$1.08M0.1%−1,027−18.9%ReducedHolders
Q4 20245,429$1.30M0.1%00.0%UnchangedHolders
Q3 20245,429$1.14M0.1%−1,667−23.5%ReducedHolders
Q2 20247,096$1.44M0.1%00.0%UnchangedHolders
Q1 20247,096$1.42M0.1%00.0%UnchangedHolders
Q4 20237,096$1.21M0.1%−1,903−21.1%ReducedHolders
Q3 20238,999$1.31M0.1%−149−1.6%ReducedHolders
Q2 20239,148$1.33M0.1%−826−8.3%ReducedHolders
Q1 20239,974$1.30M0.1%+11+0.1%AddedHolders
Q4 20229,963$1.34M0.1%−2,967−22.9%ReducedHolders
Q3 202212,930$1.35M0.2%+5,002+63.1%AddedHolders
Q2 20227,928$893.0K0.1%−2,333−22.7%ReducedHolders
Q1 202210,261$1.40M0.1%+151+1.5%AddedHolders
Q4 202110,110$1.60M0.1%−946−8.6%ReducedHolders
Q3 202111,056$1.70M0.2%+134+1.2%AddedHolders
Q2 202110,922$1.70M0.2%+46+0.4%AddedHolders
Q1 202110,876$1.66M0.2%––Holders

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