JPMorgan Chase & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164M | Sell |
606,378
-41,853
| -6% | -$11.3M | 0.01% | 694 |
|
|
2025
Q1 | $129M | Buy |
648,231
+28,680
| +5% | +$5.73M | 0.01% | 763 |
|
|
2024
Q4 | $172M | Sell |
619,551
-183,361
| -23% | -$50.8M | 0.01% | 661 |
|
|
2024
Q3 | $203M | Sell |
802,912
-145,980
| -15% | -$37M | 0.02% | 636 |
|
|
2024
Q2 | $198M | Sell |
948,892
-108,719
| -10% | -$22.7M | 0.02% | 620 |
|
|
2024
Q1 | $204M | Sell |
1,057,611
-233,961
| -18% | -$45.1M | 0.02% | 607 |
|
|
2023
Q4 | $221M | Sell |
1,291,572
-93,653
| -7% | -$16M | 0.02% | 545 |
|
|
2023
Q3 | $191M | Sell |
1,385,225
-208,572
| -13% | -$28.8M | 0.02% | 528 |
|
|
2023
Q2 | $197M | Buy |
1,593,797
+16,898
| +1% | +$2.09M | 0.02% | 540 |
|
|
2023
Q1 | $182M | Sell |
1,576,899
-26,987
| -2% | -$3.11M | 0.02% | 531 |
|
|
2022
Q4 | $175M | Sell |
1,603,886
-89,557
| -5% | -$9.77M | 0.02% | 519 |
|
|
2022
Q3 | $139M | Buy |
1,693,443
+317,759
| +23% | +$26.1M | 0.02% | 568 |
|
|
2022
Q2 | $129M | Buy |
1,375,684
+18,894
| +1% | +$1.77M | 0.02% | 613 |
|
|
2022
Q1 | $151M | Buy |
1,356,790
+144,760
| +12% | +$16.1M | 0.02% | 631 |
|
|
2021
Q4 | $165M | Sell |
1,212,030
-372,813
| -24% | -$50.6M | 0.02% | 611 |
|
|
2021
Q3 | $212M | Sell |
1,584,843
-410,202
| -21% | -$54.8M | 0.03% | 525 |
|
|
2021
Q2 | $281M | Buy |
1,995,045
+192,718
| +11% | +$27.1M | 0.03% | 474 |
|
|
2021
Q1 | $237M | Buy |
1,802,327
+13,528
| +0.8% | +$1.78M | 0.03% | 489 |
|
|
2020
Q4 | $196M | Buy |
1,788,799
+28,196
| +2% | +$3.09M | 0.03% | 504 |
|
|
2020
Q3 | $112M | Buy |
1,760,603
+150,332
| +9% | +$9.55M | 0.02% | 611 |
|
|
2020
Q2 | $94.9M | Buy |
1,610,271
+804,146
| +100% | +$47.4M | 0.02% | 634 |
|
|
2020
Q1 | $37.1M | Buy |
806,125
+26,811
| +3% | +$1.23M | 0.01% | 855 |
|
|
2019
Q4 | $58.3M | Sell |
779,314
-110,098
| -12% | -$8.23M | 0.01% | 804 |
|
|
2019
Q3 | $71.2M | Buy |
889,412
+130,907
| +17% | +$10.5M | 0.01% | 726 |
|
|
2019
Q2 | $67.1M | Buy |
758,505
+1,805
| +0.2% | +$160K | 0.01% | 760 |
|
|
2019
Q1 | $68.9M | Buy |
756,700
+36,274
| +5% | +$3.3M | 0.01% | 740 |
|
|
2018
Q4 | $51.6M | Sell |
720,426
-109,655
| -13% | -$7.85M | 0.01% | 790 |
|
|
2018
Q3 | $83.5M | Buy |
830,081
+56,059
| +7% | +$5.64M | 0.02% | 719 |
|
|
2018
Q2 | $81.6M | Buy |
774,022
+117,742
| +18% | +$12.4M | 0.02% | 676 |
|
|
2018
Q1 | $57.2M | Sell |
656,280
-76,045
| -10% | -$6.63M | 0.01% | 796 |
|
|
2017
Q4 | $65.9M | Buy |
732,325
+178,719
| +32% | +$16.1M | 0.01% | 765 |
|
|
2017
Q3 | $44.4M | Sell |
553,606
-76,582
| -12% | -$6.15M | 0.01% | 912 |
|
|
2017
Q2 | $44.4M | Sell |
630,188
-107,202
| -15% | -$7.56M | 0.01% | 891 |
|
|
2017
Q1 | $57.4M | Sell |
737,390
-63,436
| -8% | -$4.94M | 0.01% | 791 |
|
|
2016
Q4 | $55M | Buy |
800,826
+1,974
| +0.2% | +$136K | 0.01% | 765 |
|
|
2016
Q3 | $41.2M | Sell |
798,852
-88,343
| -10% | -$4.55M | 0.01% | 842 |
|
|
2016
Q2 | $39.2M | Buy |
887,195
+151,642
| +21% | +$6.7M | 0.01% | 867 |
|
|
2016
Q1 | $38.1M | Sell |
735,553
-52,368
| -7% | -$2.71M | 0.01% | 870 |
|
|
2015
Q4 | $42.6M | Buy |
787,921
+92,318
| +13% | +$4.99M | 0.01% | 802 |
|
|
2015
Q3 | $34.9M | Buy |
695,603
+194,593
| +39% | +$9.78M | 0.01% | 881 |
|
|
2015
Q2 | $27M | Buy |
501,010
+60,170
| +14% | +$3.25M | 0.01% | 1108 |
|
|
2015
Q1 | $22.8M | Buy |
440,840
+218,478
| +98% | +$11.3M | 0.01% | 1244 |
|
|
2014
Q4 | $11.6M | Buy |
222,362
+73,133
| +49% | +$3.83M | ﹤0.01% | 1604 |
|
|
2014
Q3 | $7.01M | Buy |
149,229
+114,132
| +325% | +$5.36M | ﹤0.01% | 1856 |
|
|
2014
Q2 | $2.02M | Buy |
35,097
+7,340
| +26% | +$423K | ﹤0.01% | 2463 |
|
|
2014
Q1 | $1.53M | Sell |
27,757
-35,598
| -56% | -$1.97M | ﹤0.01% | 2616 |
|
|
2013
Q4 | $3.79M | Buy |
63,355
+29,731
| +88% | +$1.78M | ﹤0.01% | 2183 |
|
|
2013
Q3 | $1.66M | Buy |
33,624
+25,439
| +311% | +$1.25M | ﹤0.01% | 2700 |
|
|
2013
Q2 | $322K | Buy |
+8,185
| New | +$322K | ﹤0.01% | 3371 |
|