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

Evergreen Wealth Solutions, LLC

  • $170 Million
  • Q3 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 38,890 shares of JPIE stock, worth $1.8 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
38,890
Previous 30,459 27.68%
Holding current value
$1.8 Million
Previous $1.41 Million 27.94%
% of portfolio
1.06%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$46.01 - $46.55 $387,910 - $392,463
8,431 Added 27.68%
38,890 $1.8 Million
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
384
Shares Held
79M
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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