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Evercore Wealth Management, LLC: JPM position timeline

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

Evercore Wealth Management, LLC held 519,610 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 519,610 shares
    Change vs previous 13F -12,523 shares

    2.41% of the 13F portfolio, value $170,083,987.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth 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 ended2026-03-31
    13F 532,133 shares
    Change vs previous 13F -54,861 shares

    2.46% of the 13F portfolio, value $156,532,284.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth 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 ended2025-12-31
    13F 586,994 shares
    Change vs previous 13F -4,016 shares

    2.77% of the 13F portfolio, value $189,141,252.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth 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 ended2025-09-30
    13F 591,010 shares
    Change vs previous 13F -9,098 shares

    2.74% of the 13F portfolio, value $186,422,328.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth 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 ended2025-06-30
    13F 600,108 shares
    Change vs previous 13F -36,107 shares

    2.7% of the 13F portfolio, value $173,977,350.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth 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 ended2025-03-31
    13F 636,215 shares
    Change vs previous 13F -14,658 shares

    2.51% of the 13F portfolio, value $156,063,573.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth 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 ended2024-12-31
    13F 650,873 shares
    Change vs previous 13F -5,275 shares

    2.34% of the 13F portfolio, value $156,020,799.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth 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 ended2024-09-30
    13F 656,148 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $138,355,397.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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