JP Morgan Chase’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $134M | Buy |
468,882
+31,376
| +7% | +$10.3M | 0.01% | 862 |
|
|
2025
Q4 | $149M | Sell |
437,506
-80,587
| -16% | -$25.9M | 0.01% | 781 |
|
|
2025
Q3 | $175M | Sell |
518,093
-88,285
| -15% | -$27.7M | 0.01% | 747 |
|
|
2025
Q2 | $164M | Sell |
606,378
-41,853
| -6% | -$9.21M | 0.01% | 744 |
|
|
2025
Q1 | $129M | Buy |
648,231
+28,680
| +5% | +$7.15M | 0.01% | 820 |
|
|
2024
Q4 | $172M | Sell |
619,551
-183,361
| -23% | -$51.9M | 0.01% | 711 |
|
|
2024
Q3 | $203M | Sell |
802,912
-145,980
| -15% | -$34.7M | 0.02% | 677 |
|
|
2024
Q2 | $198M | Sell |
948,892
-108,719
| -10% | -$21.2M | 0.02% | 659 |
|
|
2024
Q1 | $204M | Sell |
1,057,611
-233,961
| -18% | -$42.3M | 0.02% | 645 |
|
|
2023
Q4 | $221M | Sell |
1,291,572
-93,653
| -7% | -$13.6M | 0.02% | 585 |
|
|
2023
Q3 | $191M | Sell |
1,385,225
-208,572
| -13% | -$28.3M | 0.02% | 563 |
|
|
2023
Q2 | $197M | Buy |
1,593,797
+16,898
| +1% | +$1.94M | 0.02% | 569 |
|
|
2023
Q1 | $182M | Sell |
1,576,899
-26,987
| -2% | -$3.35M | 0.02% | 567 |
|
|
2022
Q4 | $175M | Sell |
1,603,886
-89,557
| -5% | -$9.35M | 0.02% | 556 |
|
|
2022
Q3 | $139M | Buy |
1,693,443
+317,759
| +23% | +$30M | 0.02% | 607 |
|
|
2022
Q2 | $129M | Buy |
1,375,684
+18,894
| +1% | +$2.01M | 0.02% | 650 |
|
|
2022
Q1 | $151M | Buy |
1,356,790
+144,760
| +12% | +$17.8M | 0.02% | 670 |
|
|
2021
Q4 | $165M | Sell |
1,212,030
-372,813
| -24% | -$54.4M | 0.02% | 654 |
|
|
2021
Q3 | $212M | Sell |
1,584,843
-410,202
| -21% | -$55.7M | 0.03% | 559 |
|
|
2021
Q2 | $281M | Buy |
1,995,045
+192,718
| +11% | +$26.9M | 0.04% | 502 |
|
|
2021
Q1 | $237M | Buy |
1,802,327
+13,528
| +0.8% | +$1.65M | 0.03% | 521 |
|
|
2020
Q4 | $196M | Buy |
1,788,799
+28,196
| +2% | +$2.51M | 0.03% | 535 |
|
|
2020
Q3 | $112M | Buy |
1,760,603
+150,332
| +9% | +$9.12M | 0.02% | 658 |
|
|
2020
Q2 | $94.9M | Buy |
1,610,271
+804,146
| +100% | +$43.7M | 0.02% | 665 |
|
|
2020
Q1 | $37.1M | Buy |
806,125
+26,811
| +3% | +$1.8M | 0.01% | 926 |
|
|
2019
Q4 | $58.3M | Sell |
779,314
-110,098
| -12% | -$8.39M | 0.01% | 886 |
|
|
2019
Q3 | $71.2M | Buy |
889,412
+130,907
| +17% | +$10.8M | 0.02% | 787 |
|
|
2019
Q2 | $67.1M | Buy |
758,505
+1,805
| +0.2% | +$161K | 0.01% | 835 |
|
|
2019
Q1 | $68.9M | Buy |
756,700
+36,274
| +5% | +$3.19M | 0.02% | 809 |
|
|
2018
Q4 | $51.6M | Sell |
720,426
-109,655
| -13% | -$9M | 0.01% | 884 |
|
|
2018
Q3 | $83.5M | Buy |
830,081
+56,059
| +7% | +$6.04M | 0.02% | 783 |
|
|
2018
Q2 | $81.6M | Buy |
774,022
+117,742
| +18% | +$12.1M | 0.02% | 728 |
|
|
2018
Q1 | $57.2M | Sell |
656,280
-76,045
| -10% | -$7.16M | 0.01% | 866 |
|
|
2017
Q4 | $65.9M | Buy |
732,325
+178,719
| +32% | +$14.9M | 0.01% | 847 |
|
|
2017
Q3 | $44.4M | Sell |
553,606
-76,582
| -12% | -$5.76M | 0.01% | 1001 |
|
|
2017
Q2 | $44.4M | Sell |
630,188
-107,202
| -15% | -$7.8M | 0.01% | 971 |
|
|
2017
Q1 | $57.4M | Sell |
737,390
-63,436
| -8% | -$4.93M | 0.01% | 876 |
|
|
2016
Q4 | $55M | Buy |
800,826
+1,974
| +0.2% | +$121K | 0.01% | 845 |
|
|
2016
Q3 | $41.1M | Sell |
798,852
-88,343
| -10% | -$4.44M | 0.01% | 922 |
|
|
2016
Q2 | $39.2M | Buy |
887,195
+151,642
| +21% | +$7.55M | 0.01% | 966 |
|
|
2016
Q1 | $38.1M | Sell |
735,553
-52,368
| -7% | -$2.5M | 0.01% | 957 |
|
|
2015
Q4 | $42.6M | Buy |
787,921
+92,318
| +13% | +$4.98M | 0.01% | 889 |
|
|
2015
Q3 | $34.9M | Buy |
695,603
+194,593
| +39% | +$10.7M | 0.01% | 955 |
|
|
2015
Q2 | $27M | Buy |
501,010
+60,170
| +14% | +$3.07M | 0.01% | 1220 |
|
|
2015
Q1 | $22.8M | Buy |
440,840
+218,478
| +98% | +$11.1M | 0.01% | 1348 |
|
|
2014
Q4 | $11.6M | Buy |
222,362
+73,133
| +49% | +$3.66M | ﹤0.01% | 1844 |
|
|
2014
Q3 | $7.01M | Buy |
149,229
+114,132
| +325% | +$5.91M | ﹤0.01% | 2154 |
|
|
2014
Q2 | $2.02M | Buy |
35,097
+7,340
| +26% | +$403K | ﹤0.01% | 2529 |
|
|
2014
Q1 | $1.53M | Sell |
27,757
-35,598
| -56% | -$2.04M | ﹤0.01% | 2676 |
|
|
2013
Q4 | $3.79M | Buy |
63,355
+29,731
| +88% | +$1.58M | ﹤0.01% | 2350 |
|
|
2013
Q3 | $1.66M | Buy |
33,624
+25,439
| +311% | +$1.17M | ﹤0.01% | 2932 |
|
|
2013
Q2 | $322K | Buy |
+8,185
| New | +$317K | ﹤0.01% | 3790 |
|
Other funds holding EVR
VPM
VCM
