A detailed history of Evernest Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 5,462 shares of JPM stock, worth $1.34 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,462
Previous 5,430 0.59%
Holding current value
$1.34 Million
Previous $1.1 Million 4.83%
% of portfolio
0.32%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$194.9 - $224.8 $6,236 - $7,193
32 Added 0.59%
5,462 $1.15 Million
Q2 2024

Aug 07, 2024

BUY
$180.08 - $204.79 $1,440 - $1,638
8 Added 0.15%
5,430 $1.1 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $97,413 - $116,774
583 Added 12.05%
5,422 $1.01 Billion
Q4 2023

May 10, 2024

SELL
$135.69 - $170.3 $82,092 - $103,031
-605 Reduced 11.16%
4,817 $819 Million
Q4 2021

Feb 13, 2024

BUY
$153.94 - $171.78 $744,915 - $831,243
4,839 New
4,839 $847 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $718B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.