Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Everhart Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 27,883
Value: $9.13M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,883	$9.13M	0.6%	+909+3.4%	Added	Holders
Q1 2026	26,974	$7.93M	0.7%	+4,131+18.1%	Added	Holders
Q4 2025	22,843	$7.36M	0.7%	−5,846−20.4%	Reduced	Holders
Q3 2025	28,689	$9.05M	0.9%	+1,188+4.3%	Added	Holders
Q2 2025	27,501	$7.97M	0.9%	+1,334+5.1%	Added	Holders
Q1 2025	26,167	$6.42M	0.9%	+614+2.4%	Added	Holders
Q4 2024	25,553	$6.13M	1.3%	+759+3.1%	Added	Holders
Q3 2024	24,794	$5.23M	1.2%	+2,383+10.6%	Added	Holders
Q2 2024	22,411	$4.53M	1.2%	+1,045+4.9%	Added	Holders
Q1 2024	21,366	$4.28M	1.2%	+1,349+6.7%	Added	Holders
Q4 2023	20,017	$3.40M	1.2%	+1,097+5.8%	Added	Holders
Q3 2023	18,920	$2.74M	1.2%	+485+2.6%	Added	Holders
Q2 2023	18,435	$2.68M	1.1%	+848+4.8%	Added	Holders
Q1 2023	17,587	$2.29M	1.0%	+1,447+9.0%	Added	Holders
Q4 2022	16,140	$2.16M	1.1%	+1,654+11.4%	Added	Holders
Q3 2022	14,486	$1.51M	0.8%	−237−1.6%	Reduced	Holders
Q2 2022	14,723	$1.66M	1.0%	+3,629+32.7%	Added	Holders
Q1 2022	11,094	$1.51M	0.9%	−244−2.2%	Reduced	Holders
Q4 2021	11,338	$1.79M	1.1%	+44+0.4%	Added	Holders
Q3 2021	11,294	$1.85M	1.3%	+1,059+10.3%	Added	Holders
Q2 2021	10,235	$1.59M	1.1%	+1,167+12.9%	Added	Holders
Q1 2021	9,068	$1.38M	1.2%	–	–	Holders

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