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Livermore
Livermore
ZHEN

Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Evolution Wealth Advisors, 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)
5,806
Value
$1.90M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,806$1.90M0.2%−559−8.8%ReducedHolders
Q1 20266,365$1.87M0.2%00.0%UnchangedHolders
Q4 20256,365$2.05M0.2%−133−2.0%ReducedHolders
Q3 20256,498$2.05M0.3%00.0%UnchangedHolders
Q2 20256,498$1.88M0.3%−100−1.5%ReducedHolders
Q1 20256,598$1.62M0.3%−90−1.3%ReducedHolders
Q4 20246,688$1.60M0.3%+1,850+38.2%AddedHolders
Q3 20244,838$1.02M0.2%−530−9.9%ReducedHolders
Q2 20245,368$1.08M0.2%−38−0.7%ReducedHolders
Q1 20245,406$1.08M0.2%+438+8.8%AddedHolders
Q4 20234,968$845.1K0.2%+68+1.4%AddedHolders
Q3 20234,900$710.6K0.2%−150−3.0%ReducedHolders
Q2 20235,050$734.5K0.2%+702+16.1%AddedHolders
Q1 20234,348$566.6K0.1%+434+11.1%AddedHolders
Q4 20223,914$524.9K0.1%+369+10.4%AddedHolders
Q3 20223,545$370.0K0.1%+724+25.7%AddedHolders
Q2 20222,821$318.0K0.1%00.0%UnchangedHolders
Q1 20222,821$386.0K0.1%−1,070−27.5%ReducedHolders
Q4 20213,891$616.0K0.1%+920+31.0%AddedHolders
Q3 20212,971$486.0K0.1%+70+2.4%AddedHolders
Q2 20212,901$451.0K0.1%−1,095−27.4%ReducedHolders
Q1 20213,996$608.0K0.1%––Holders

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