J.P. Morgan Private Wealth Advisors’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.53M | Sell |
40,131
-7,557
| -16% | -$1.04M | 0.02% | 481 |
|
|
2023
Q2 | $5.89M | Sell |
47,688
-437
| -0.9% | -$54K | 0.03% | 310 |
|
|
2023
Q1 | $5.55M | Buy |
48,125
+5,560
| +13% | +$642K | 0.01% | 559 |
|
|
2022
Q4 | $4.64M | Sell |
42,565
-4,563
| -10% | -$498K | 0.01% | 593 |
|
|
2022
Q3 | $3.88M | Sell |
47,128
-389
| -0.8% | -$32K | 0.01% | 628 |
|
|
2022
Q2 | $4.45M | Sell |
47,517
-30,670
| -39% | -$2.87M | 0.01% | 601 |
|
|
2022
Q1 | $8.7M | Sell |
78,187
-11,072
| -12% | -$1.23M | 0.02% | 471 |
|
|
2021
Q4 | $12.1M | Buy |
89,259
+8,422
| +10% | +$1.14M | 0.03% | 404 |
|
|
2021
Q3 | $10.8M | Buy |
80,837
+1,746
| +2% | +$233K | 0.03% | 410 |
|
|
2021
Q2 | $11.1M | Buy |
79,091
+31,966
| +68% | +$4.5M | 0.03% | 401 |
|
|
2021
Q1 | $6.21M | Sell |
47,125
-632
| -1% | -$83.3K | 0.02% | 459 |
|
|
2020
Q4 | $5.24M | Buy |
47,757
+1,476
| +3% | +$162K | 0.02% | 465 |
|
|
2020
Q3 | $3.03M | Buy |
46,281
+73
| +0.2% | +$4.78K | 0.01% | 542 |
|
|
2020
Q2 | $2.72M | Buy |
46,208
+898
| +2% | +$52.9K | 0.01% | 506 |
|
|
2020
Q1 | $2.09M | Buy |
45,310
+927
| +2% | +$42.7K | 0.01% | 532 |
|
|
2019
Q4 | $3.32M | Sell |
44,383
-26,488
| -37% | -$1.98M | 0.02% | 515 |
|
|
2019
Q3 | $5.68M | Buy |
70,871
+4,063
| +6% | +$325K | 0.03% | 379 |
|
|
2019
Q2 | $5.92M | Sell |
66,808
-1,996
| -3% | -$177K | 0.03% | 355 |
|
|
2019
Q1 | $6.26M | Buy |
68,804
+3,187
| +5% | +$290K | 0.03% | 355 |
|
|
2018
Q4 | $4.7M | Sell |
65,617
-15,420
| -19% | -$1.1M | 0.03% | 372 |
|
|
2018
Q3 | $8.15M | Buy |
81,037
+49,745
| +159% | +$5M | 0.04% | 342 |
|
|
2018
Q2 | $3.3M | Buy |
31,292
+4,896
| +19% | +$516K | 0.02% | 493 |
|
|
2018
Q1 | $2.3M | Buy |
26,396
+13,527
| +105% | +$1.18M | 0.02% | 449 |
|
|
2017
Q4 | $1.16M | Buy |
+12,869
| New | +$1.16M | 0.01% | 622 |
|