Evergreen Wealth Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 30,459 shares of JPIE stock, worth $1.41 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
30,459
Previous 15,478 96.79%
Holding current value
$1.41 Million
Previous $713,000 97.76%
% of portfolio
0.88%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.12 - $46.32 $675,942 - $693,919
14,981 Added 96.79%
30,459 $1.41 Million
Q1 2025

May 14, 2025
BUY
$45.46 - $46.18 $703,629 - $714,774
15,478 New
15,478 $713,000

Others Institutions Holding JPIE

# of Institutions
359
Shares Held
61.7M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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