Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$139,716,220
-$249,742 QoQ
Shares Held
409,197
-12.7% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 707 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,828,789,796 across 56 Capital Markets names. EVR ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,363,477 | $9,273,741,221 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,039,070 | $8,130,474,215 | |
| 3 | SCHW |
Schwab Charles Corp
|
49,165,186 | $4,536,471,700 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,803,996 | $1,584,824,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
5,187,549 | $451,524,257 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
11,265,630 | $345,967,493 | |
| 7 | HUT |
Hut 8 Corp.
|
1,558,892 | $179,966,282 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,656,085 | $166,350,596 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,716,220 | 409,197 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $139,965,962 | 468,882 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $148,861,414 | 437,506 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $174,763,128 | 518,093 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $163,734,184 | 606,378 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $129,464,690 | 648,231 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $171,733,338 | 619,551 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $203,409,722 | 802,912 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $197,777,555 | 948,892 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $203,685,299 | 1,057,611 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $220,923,387 | 1,291,572 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $190,994,820 | 1,385,225 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $196,977,367 | 1,593,797 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $181,942,603 | 1,576,899 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $174,951,882 | 1,603,886 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $139,285,684 | 1,693,443 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $128,777,774 | 1,375,684 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $151,037,860 | 1,356,790 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $164,654,271 | 1,212,030 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $211,845,960 | 1,584,843 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $280,842,481 | 1,995,045 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $237,438,554 | 1,802,327 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $196,123,919 | 1,788,799 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $115,249,068 | 1,760,603 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $94,877,164 | 1,610,271 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $37,130,114 | 806,125 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||