JP Morgan Chase & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $175M | Sell |
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|
2025
Q2 | $164M | Sell |
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|
2025
Q1 | $129M | Buy |
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|
2024
Q4 | $172M | Sell |
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|
2024
Q3 | $203M | Sell |
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|
2024
Q2 | $198M | Sell |
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|
2024
Q1 | $204M | Sell |
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|
2023
Q4 | $221M | Sell |
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|
2023
Q3 | $191M | Sell |
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|
2023
Q2 | $197M | Buy |
|
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|
2023
Q1 | $182M | Sell |
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|
2022
Q4 | $175M | Sell |
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|
2022
Q3 | $139M | Buy |
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|
2022
Q2 | $129M | Buy |
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|
2022
Q1 | $151M | Buy |
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|
2021
Q4 | $165M | Sell |
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|
2021
Q3 | $212M | Sell |
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|
2021
Q2 | $281M | Buy |
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|
2021
Q1 | $237M | Buy |
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|
2020
Q4 | $196M | Buy |
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|
2020
Q3 | $112M | Buy |
|
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|
2020
Q2 | $94.9M | Buy |
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|
2020
Q1 | $37.1M | Buy |
|
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|
2019
Q4 | $58.3M | Sell |
|
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|
2019
Q3 | $71.2M | Buy |
|
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|
2019
Q2 | $67.1M | Buy |
|
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|
2019
Q1 | $68.9M | Buy |
|
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|
2018
Q4 | $51.6M | Sell |
|
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|
2018
Q3 | $83.5M | Buy |
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|
2018
Q2 | $81.6M | Buy |
|
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|
2018
Q1 | $57.2M | Sell |
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|
2017
Q4 | $65.9M | Buy |
|
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|
2017
Q3 | $44.4M | Sell |
|
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|
2017
Q2 | $44.4M | Sell |
|
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|
2017
Q1 | $57.4M | Sell |
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|
2016
Q4 | $55M | Buy |
|
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|
2016
Q3 | $41.1M | Sell |
|
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|
2016
Q2 | $39.2M | Buy |
|
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|
2016
Q1 | $38.1M | Sell |
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|
2015
Q4 | $42.6M | Buy |
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|
2015
Q3 | $34.9M | Buy |
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|
2015
Q2 | $27M | Buy |
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|
2015
Q1 | $22.8M | Buy |
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|
2014
Q4 | $11.6M | Buy |
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|
2014
Q3 | $7.01M | Buy |
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|
2014
Q2 | $2.02M | Buy |
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|
2014
Q1 | $1.53M | Sell |
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|
2013
Q4 | $3.79M | Buy |
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|
2013
Q3 | $1.66M | Buy |
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|
2013
Q2 | $322K | Buy |
|