Evoke Wealth, LLC JPMORGAN CHASE FINL CO LLC Transaction History

Evoke Wealth, LLC

  • $4.94 Trillion
  • Q3 2025
Number of Shares
21,608
Previous 21,482 0.59%
Holding current value
$638 Million
Previous $650 Million 1.87%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
126 Added 0.59%
21,608 $638 Million
Q2 2025

Aug 07, 2025
BUY
N/A
123 Added 0.58%
21,482 $650 Million
Q1 2025

May 13, 2025
BUY
N/A
113 Added 0.53%
21,359 $694 Million
Q4 2024

Feb 10, 2025
SELL
N/A
-690 Reduced 3.15%
21,246 $627 Million
Q3 2024

Nov 13, 2024
BUY
N/A
21,936 New
21,936 $624 Million
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