JP Morgan Chase’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34M | Buy |
105,260
+37,082
| +54% | +$12.2M | ﹤0.01% | 1644 |
|
|
2025
Q4 | $23.1M | Sell |
68,178
-15,980
| -19% | -$5.28M | ﹤0.01% | 1937 |
|
|
2025
Q3 | $29.5M | Sell |
84,158
-39,637
| -32% | -$13.4M | ﹤0.01% | 1781 |
|
|
2025
Q2 | $42.1M | Buy |
123,795
+63,321
| +105% | +$21.8M | ﹤0.01% | 1434 |
|
|
2025
Q1 | $22M | Sell |
60,474
-49,301
| -45% | -$17.4M | ﹤0.01% | 1855 |
|
|
2024
Q4 | $39.8M | Buy |
109,775
+31,306
| +40% | +$11.7M | ﹤0.01% | 1464 |
|
|
2024
Q3 | $30.7M | Buy |
78,469
+12,791
| +19% | +$4.87M | ﹤0.01% | 1656 |
|
|
2024
Q2 | $25M | Sell |
65,678
-143,434
| -69% | -$54.2M | ﹤0.01% | 1689 |
|
|
2024
Q1 | $83.1M | Buy |
209,112
+129,058
| +161% | +$48.4M | 0.01% | 1018 |
|
|
2023
Q4 | $28.3M | Buy |
80,054
+16,935
| +27% | +$6.56M | ﹤0.01% | 1571 |
|
|
2023
Q3 | $23.5M | Buy |
63,119
+11,571
| +22% | +$4.2M | ﹤0.01% | 1561 |
|
|
2023
Q2 | $17.6M | Buy |
51,548
+1,482
| +3% | +$535K | ﹤0.01% | 1796 |
|
|
2023
Q1 | $17.9M | Sell |
50,066
-1,807
| -3% | -$649K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $17.2M | Sell |
51,873
-12,052
| -19% | -$3.75M | ﹤0.01% | 1783 |
|
|
2022
Q3 | $16.8M | Buy |
63,925
+3,475
| +6% | +$940K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $16.9M | Buy |
60,450
+12,990
| +27% | +$3.67M | ﹤0.01% | 1736 |
|
|
2022
Q1 | $14.3M | Buy |
47,460
+4,665
| +11% | +$1.34M | ﹤0.01% | 2051 |
|
|
2021
Q4 | $11.7M | Sell |
42,795
-418
| -1% | -$113K | ﹤0.01% | 2308 |
|
|
2021
Q3 | $10.8M | Buy |
43,213
+1,265
| +3% | +$324K | ﹤0.01% | 2316 |
|
|
2021
Q2 | $10.6M | Buy |
41,948
+3,483
| +9% | +$907K | ﹤0.01% | 2378 |
|
|
2021
Q1 | $9.53M | Sell |
38,465
-3,962
| -9% | -$943K | ﹤0.01% | 2407 |
|
|
2020
Q4 | $9.93M | Sell |
42,427
-4,505
| -10% | -$995K | ﹤0.01% | 2226 |
|
|
2020
Q3 | $9.38M | Sell |
46,932
-43,275
| -48% | -$9.26M | ﹤0.01% | 2088 |
|
|
2020
Q2 | $18.6M | Buy |
90,207
+19,324
| +27% | +$3.76M | ﹤0.01% | 1419 |
|
|
2020
Q1 | $13.6M | Buy |
70,883
+7,744
| +12% | +$1.98M | ﹤0.01% | 1499 |
|
|
2019
Q4 | $17.5M | Sell |
63,139
-167,940
| -73% | -$44.3M | ﹤0.01% | 1698 |
|
|
2019
Q3 | $61.5M | Sell |
231,079
-23,791
| -9% | -$6.01M | 0.01% | 852 |
|
|
2019
Q2 | $62.3M | Buy |
254,870
+67,915
| +36% | +$16.3M | 0.01% | 866 |
|
|
2019
Q1 | $40.4M | Sell |
186,955
-202,007
| -52% | -$44M | 0.01% | 1072 |
|
|
2018
Q4 | $84.7M | Sell |
388,962
-439,791
| -53% | -$95.8M | 0.02% | 683 |
|
|
2018
Q3 | $189M | Buy |
828,753
+634,401
| +326% | +$142M | 0.04% | 474 |
|
|
2018
Q2 | $44.8M | Sell |
194,352
-23,086
| -11% | -$5.42M | 0.01% | 1033 |
|
|
2018
Q1 | $55.8M | Sell |
217,438
-341,923
| -61% | -$82.1M | 0.01% | 878 |
|
|
2017
Q4 | $124M | Sell |
559,361
-155,016
| -22% | -$35M | 0.03% | 556 |
|
|
2017
Q3 | $159M | Buy |
714,377
+128,867
| +22% | +$32.5M | 0.04% | 472 |
|
|
2017
Q2 | $149M | Sell |
585,510
-204,057
| -26% | -$50.4M | 0.04% | 480 |
|
|
2017
Q1 | $185M | Sell |
789,567
-292,102
| -27% | -$66.7M | 0.05% | 427 |
|
|
2016
Q4 | $234M | Sell |
1,081,669
-255,357
| -19% | -$52.6M | 0.06% | 347 |
|
|
2016
Q3 | $254M | Buy |
1,337,026
+369,601
| +38% | +$69.5M | 0.07% | 314 |
|
|
2016
Q2 | $177M | Buy |
967,425
+349,160
| +56% | +$64.2M | 0.05% | 401 |
|
|
2016
Q1 | $122M | Sell |
618,265
-61,984
| -9% | -$11.5M | 0.03% | 498 |
|
|
2015
Q4 | $125M | Sell |
680,249
-289,046
| -30% | -$52.5M | 0.03% | 497 |
|
|
2015
Q3 | $168M | Sell |
969,295
-525,161
| -35% | -$95M | 0.05% | 404 |
|
|
2015
Q2 | $272M | Buy |
1,494,456
+163,323
| +12% | +$29.7M | 0.07% | 329 |
|
|
2015
Q1 | $232M | Buy |
1,331,133
+345,609
| +35% | +$60.7M | 0.06% | 371 |
|
|
2014
Q4 | $168M | Buy |
985,524
+119,024
| +14% | +$20.1M | 0.04% | 471 |
|
|
2014
Q3 | $140M | Buy |
866,500
+291,539
| +51% | +$47.2M | 0.04% | 515 |
|
|
2014
Q2 | $92.3M | Buy |
574,961
+20,261
| +4% | +$3.21M | 0.02% | 603 |
|
|
2014
Q1 | $84.9M | Sell |
554,700
-37,948
| -6% | -$5.61M | 0.02% | 606 |
|
|
2013
Q4 | $92.4M | Sell |
592,648
-179,324
| -23% | -$27.4M | 0.03% | 560 |
|
|
2013
Q3 | $112M | Sell |
771,972
-157,234
| -17% | -$21.3M | 0.03% | 495 |
|
|
2013
Q2 | $119M | Buy |
+929,206
| New | +$120M | 0.04% | 457 |
|
Other funds holding EG
VCM
VPM
VVP
