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Disclosery

Evanson Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Evanson Asset Management, LLC held 4,623 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,623 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $1,360,030.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 4,699 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $1,514,253.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 4,690 shares
    Change vs previous 13F -971 shares

    0.08% of the 13F portfolio, value $1,479,505.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 5,661 shares
    Change vs previous 13F +1,259 shares

    0.1% of the 13F portfolio, value $1,641,307.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 4,402 shares
    Change vs previous 13F -1,027 shares

    0.08% of the 13F portfolio, value $1,079,918.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 5,429 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,301,370.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 5,429 shares
    Change vs previous 13F -1,667 shares

    0.08% of the 13F portfolio, value $1,144,746.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 7,096 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,435,224.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).