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Disclosery

Everhart Financial Group, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on JPM, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 28,544 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,544 shares
    Change vs previous 13F +661 shares

    0.58% of the 13F portfolio, value $9,443,221.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,883 shares
    Change vs previous 13F +909 shares

    0.58% of the 13F portfolio, value $9,126,882.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,974 shares
    Change vs previous 13F +4,131 shares

    0.68% of the 13F portfolio, value $7,934,805.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,843 shares
    Change vs previous 13F -5,846 shares

    0.68% of the 13F portfolio, value $7,360,498.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 28,689 shares
    Change vs previous 13F +1,188 shares

    0.91% of the 13F portfolio, value $9,049,326.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,501 shares
    Change vs previous 13F +1,334 shares

    0.92% of the 13F portfolio, value $7,972,828.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,167 shares
    Change vs previous 13F +614 shares

    0.88% of the 13F portfolio, value $6,418,718.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,553 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $6,125,267.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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