Back to JPM-PM
Evergreen Private Wealth LLC → JPM-PM
Evergreen Private Wealth LLC JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$7.8M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.6M |
| Q1 2026 | $6.7M |
| Q2 2026 | $7.6M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 23.5K | — | — |
| Q2 2026 | $7.6M | 23.3K | — | — |
| Q1 2026 | $6.7M | 22.9K | — | — |
| Q4 2025 | $7.6M | 23.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Evergreen Private Wealth LLC positions
AMAT
$25.7MAPPLIED MATERIALS INC COM USD0.01
AMAT
$16.3MAPPLIED MATERIALS INC COM USD0.01
AMAT
$13.1MAPPLIED MATERIALS INC COM USD0.01
GOOGN
$11.3MALPHABET INC CAP STK CL A
STT-PG
$10.9MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
GOOGN
$10.8MALPHABET INC CAP STK CL A
AMAT
$10.7MAPPLIED MATERIALS INC COM USD0.01
STT-PG
$10.7MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF