JPMorgan 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 Q2 | $164M | Sell |  | |||||
| 2025 Q1 | $129M | Buy |  | |||||
| 2024 Q4 | $172M | Sell |  | |||||
| 2024 Q3 | $203M | Sell |  | |||||
| 2024 Q2 | $198M | Sell |  | |||||
| 2024 Q1 | $204M | Sell |  | |||||
| 2023 Q4 | $221M | Sell |  | |||||
| 2023 Q3 | $191M | Sell |  | |||||
| 2023 Q2 | $197M | Buy |  | |||||
| 2023 Q1 | $182M | Sell |  | |||||
| 2022 Q4 | $175M | Sell |  | |||||
| 2022 Q3 | $139M | Buy |  | |||||
| 2022 Q2 | $129M | Buy |  | |||||
| 2022 Q1 | $151M | Buy |  | |||||
| 2021 Q4 | $165M | Sell |  | |||||
| 2021 Q3 | $212M | Sell |  | |||||
| 2021 Q2 | $281M | Buy |  | |||||
| 2021 Q1 | $237M | Buy |  | |||||
| 2020 Q4 | $196M | Buy |  | |||||
| 2020 Q3 | $112M | Buy |  | |||||
| 2020 Q2 | $94.9M | Buy |  | |||||
| 2020 Q1 | $37.1M | Buy |  | |||||
| 2019 Q4 | $58.3M | Sell |  | |||||
| 2019 Q3 | $71.2M | Buy |  | |||||
| 2019 Q2 | $67.1M | Buy |  | |||||
| 2019 Q1 | $68.9M | Buy |  | |||||
| 2018 Q4 | $51.6M | Sell |  | |||||
| 2018 Q3 | $83.5M | Buy |  | |||||
| 2018 Q2 | $81.6M | Buy |  | |||||
| 2018 Q1 | $57.2M | Sell |  | |||||
| 2017 Q4 | $65.9M | Buy |  | |||||
| 2017 Q3 | $44.4M | Sell |  | |||||
| 2017 Q2 | $44.4M | Sell |  | |||||
| 2017 Q1 | $57.4M | Sell |  | |||||
| 2016 Q4 | $55M | Buy |  | |||||
| 2016 Q3 | $41.1M | Sell |  | |||||
| 2016 Q2 | $39.2M | Buy |  | |||||
| 2016 Q1 | $38.1M | Sell |  | |||||
| 2015 Q4 | $42.6M | Buy |  | |||||
| 2015 Q3 | $34.9M | Buy |  | |||||
| 2015 Q2 | $27M | Buy |  | |||||
| 2015 Q1 | $22.8M | Buy |  | |||||
| 2014 Q4 | $11.6M | Buy |  | |||||
| 2014 Q3 | $7.01M | Buy |  | |||||
| 2014 Q2 | $2.02M | Buy |  | |||||
| 2014 Q1 | $1.53M | Sell |  | |||||
| 2013 Q4 | $3.79M | Buy |  | |||||
| 2013 Q3 | $1.66M | Buy |  | |||||
| 2013 Q2 | $322K | Buy |  | 
