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Livermore
Livermore
ZHEN

Evergreen Wealth Management, LLC

SEC CIK
0001965292
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Evergreen 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)
9,704
Value
$3.18M
% of portfolio
1.5%
Quarters held
15
Since Q4 2022
Holdings of JPM by Evergreen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,704$3.18M1.5%+1,457+17.7%AddedHolders
Q1 20268,247$2.43M1.3%+111+1.4%AddedHolders
Q4 20258,136$2.62M1.3%+178+2.2%AddedHolders
Q3 20257,958$2.51M1.3%−412−4.9%ReducedHolders
Q2 20258,370$2.43M1.4%+66+0.8%AddedHolders
Q1 20258,304$2.04M1.2%−2,064−19.9%ReducedHolders
Q4 202410,368$2.49M1.5%+198+1.9%AddedHolders
Q3 202410,170$2.14M1.3%−1,318−11.5%ReducedHolders
Q2 202411,488$2.32M1.5%00.0%UnchangedHolders
Q1 202411,488$2.30M1.6%00.0%UnchangedHolders
Q4 202311,488$1.95M1.4%+275+2.5%AddedHolders
Q3 202311,213$1.63M1.3%+157+1.4%AddedHolders
Q2 202311,056$1.61M1.3%−938−7.8%ReducedHolders
Q1 202311,994$1.56M1.4%+180+1.5%AddedHolders
Q4 202211,814$1.58M1.5%–No prior filingHolders