JF
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Jump Financial’s Evercore EVR Stock Holding History

Jump Financial’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
2025
Q4 		– Sell
-1,953
Closed -$659K – 2039
2025
Q3 		$659K Buy
+1,953
New +$612K 0.01% 1177
2025
Q2 		– Sell
-44,918
Closed -$8.97M – 1896
2025
Q1 		$8.97M Buy
44,918
+43,412
+2,883% +$10.8M 0.12% 207
2024
Q4 		$417K Sell
1,506
-604
-29% -$171K 0.01% 1164
2024
Q3 		$535K Buy
+2,110
New +$502K 0.01% 1075
2024
Q2 		– Sell
-1,453
Closed -$280K – 1928
2024
Q1 		$280K Buy
+1,453
New +$263K 0.01% 1480
2023
Q2 		– Sell
-9,602
Closed -$1.11M – 1901
2023
Q1 		$1.11M Buy
+9,602
New +$1.19M 0.05% 552
2022
Q2 		– Sell
-3,062
Closed -$341K – 1734
2022
Q1 		$341K Buy
+3,062
New +$377K 0.01% 999

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jump Financial's EVR Position: Q4 2025 in Review

Jump Financial sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,953 shares — an estimated $659K sold.

Jump Financial first reported a position in EVR in Q1 2022 and held it in 7 quarters. The position peaked at $8.97M in Q1 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Jump Financial reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Jump Financial sold 1,953 Evercore shares in Q4 2025, an estimated $659K.
  • Jump Financial first reported a position in Evercore in Q1 2022 and held it in 7 quarters.
  • Jump Financial's Evercore position peaked at $8.97M in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Jump Financial's 13F filing for Q4 2025, filed 17 Feb 2026.