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JP Morgan Private Wealth Advisors’s Evercore EVR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$5.53M Sell
40,131
-7,557
-16% -$1.03M 0.02% 481
2023
Q2 		$5.89M Sell
47,688
-437
-0.9% -$50.3K 0.03% 310
2023
Q1 		$5.55M Buy
48,125
+5,560
+13% +$691K 0.01% 559
2022
Q4 		$4.64M Sell
42,565
-4,563
-10% -$476K 0.01% 593
2022
Q3 		$3.88M Sell
47,128
-389
-0.8% -$36.8K 0.01% 628
2022
Q2 		$4.45M Sell
47,517
-30,670
-39% -$3.27M 0.01% 601
2022
Q1 		$8.7M Sell
78,187
-11,072
-12% -$1.36M 0.02% 471
2021
Q4 		$12.1M Buy
89,259
+8,422
+10% +$1.23M 0.03% 404
2021
Q3 		$10.8M Buy
80,837
+1,746
+2% +$237K 0.03% 410
2021
Q2 		$11.1M Buy
79,091
+31,966
+68% +$4.47M 0.03% 401
2021
Q1 		$6.21M Sell
47,125
-632
-1% -$77.2K 0.02% 459
2020
Q4 		$5.24M Buy
47,757
+1,476
+3% +$131K 0.02% 465
2020
Q3 		$3.03M Buy
46,281
+73
+0.2% +$4.43K 0.01% 542
2020
Q2 		$2.72M Buy
46,208
+898
+2% +$48.8K 0.01% 506
2020
Q1 		$2.09M Buy
45,310
+927
+2% +$62.1K 0.01% 532
2019
Q4 		$3.32M Sell
44,383
-26,488
-37% -$2.02M 0.02% 515
2019
Q3 		$5.68M Buy
70,871
+4,063
+6% +$337K 0.03% 379
2019
Q2 		$5.92M Sell
66,808
-1,996
-3% -$178K 0.03% 355
2019
Q1 		$6.26M Buy
68,804
+3,187
+5% +$280K 0.03% 355
2018
Q4 		$4.7M Sell
65,617
-15,420
-19% -$1.27M 0.03% 372
2018
Q3 		$8.15M Buy
81,037
+49,745
+159% +$5.36M 0.04% 342
2018
Q2 		$3.3M Buy
31,292
+4,896
+19% +$505K 0.02% 493
2018
Q1 		$2.3M Buy
26,396
+13,527
+105% +$1.27M 0.02% 449
2017
Q4 		$1.16M Buy
+12,869
New +$1.07M 0.01% 622

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Evercore (EVR) stake by 16% in Q3 2023, selling an estimated $1.03M and leaving 40,131 shares worth $5.53M. The position accounts for 0.02% of the portfolio, ranked #481.

JP Morgan Private Wealth Advisors first reported a position in EVR in Q4 2017 and has held it in 24 quarters since. The position peaked at $12.1M in Q4 2021. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 40,131 shares of Evercore worth $5.53M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 7,557 Evercore shares in Q3 2023, an estimated $1.03M.
  • Evercore made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #481 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Evercore in Q4 2017 and has held it in 24 quarters since.
  • JP Morgan Private Wealth Advisors's Evercore position peaked at $12.1M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.