Position in EVR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$139,965,962
-$8,895,452 QoQ
Shares Held
468,882
+7.2% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.35388434616812.ToString("F0")%
Shared 0.ToString("F0")%
None 14.646115653831881.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. EVR ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in EVR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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 | 2024-12-26 | |
| 2024-06-30 | $197,777,555 | 948,892 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $203,685,299 | 1,057,611 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $220,923,387 | 1,291,572 | Shares | Defined | 2024-12-26 | |
| 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. | ||||||