JWM
EVR icon

Jackson Wealth Management’s Evercore EVR Stock Holding History

Jackson Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.8M Sell
39,605
-500
-1% -$164K 1.22% 24
2025
Q4 		$13.6M Buy
40,105
+647
+2% +$208K 1.33% 21
2025
Q3 		$13.3M Buy
39,458
+503
+1% +$158K 1.33% 21
2025
Q2 		$10.5M Sell
38,955
-340
-0.9% -$74.8K 1.14% 19
2025
Q1 		$7.85M Sell
39,295
-508
-1% -$127K 0.95% 27
2024
Q4 		$11M Buy
39,803
+211
+0.5% +$59.8K 1.25% 18
2024
Q3 		$10M Buy
39,592
+15,744
+66% +$3.75M 1.2% 16
2024
Q2 		$4.97M Sell
23,848
-15,209
-39% -$2.96M 1.07% 20
2024
Q1 		$7.52M Buy
39,057
+2,424
+7% +$439K 0.94% 23
2023
Q4 		$6.27M Buy
36,633
+1,011
+3% +$146K 0.82% 27
2023
Q3 		$4.91M Buy
35,622
+1,716
+5% +$233K 0.7% 32
2023
Q2 		$4.19M Buy
+33,906
New +$3.9M 0.62% 37

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return