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
2026
Q2 		$357K Buy
+1,046
New +$358K ﹤0.01% 1598
2025
Q4 		– Sell
-1,953
Closed -$659K – 2043
2025
Q3 		$659K Buy
+1,953
New +$612K 0.01% 1187
2025
Q2 		– Sell
-44,918
Closed -$8.97M – 1909
2025
Q1 		$8.97M Buy
44,918
+43,412
+2,883% +$10.8M 0.12% 209
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jump Financial's EVR Position: Q2 2026 in Review

Jump Financial opened a new position in Evercore (EVR) in Q2 2026: 1,046 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Jump Financial previously reported a position in EVR as recently as Q3 2025.

Jump Financial first reported a position in EVR in Q1 2022 and has held it in 8 quarters since. The position peaked at $8.97M in Q1 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Jump Financial held 1,046 shares of Evercore worth $357K as of Q2 2026.
  • Evercore was a new Jump Financial position in Q2 2026.
  • Evercore made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1598 holding.
  • Jump Financial first reported a position in Evercore in Q1 2022 and has held it in 8 quarters since.
  • Jump Financial's Evercore position peaked at $8.97M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.