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Evexia Wealth LLC

SEC CIK
0001975710
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Evexia Wealth 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)
28,967
Value
$10.2M
% of portfolio
2.8%
Quarters held
14
Since Q1 2023
Holdings of JPM by Evexia Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,967$10.2M2.8%+42+0.1%AddedHolders
Q1 202628,925$9.07M2.5%+1,052+3.8%AddedHolders
Q4 202527,873$8.58M2.4%−104−0.4%ReducedHolders
Q3 202527,977$8.62M2.6%−4,104−12.8%ReducedHolders
Q2 202532,081$9.34M2.9%−4,413−12.1%ReducedHolders
Q1 202536,494$8.55M3.1%−543−1.5%ReducedHolders
Q4 202437,037$10.2M3.5%−2,218−5.7%ReducedHolders
Q3 202439,255$8.28M2.9%−1,838−4.5%ReducedHolders
Q2 202441,093$8.64M3.2%−258−0.6%ReducedHolders
Q1 202441,351$7.56M3.1%−4,752−10.3%ReducedHolders
Q4 202346,103$8.06M3.4%+628+1.4%AddedHolders
Q3 202345,475$6.38M3.2%−7,916−14.8%ReducedHolders
Q2 202353,391$8.37M4.0%−749−1.4%ReducedHolders
Q1 202354,140$7.39M4.0%–No prior filingHolders