Ever Source Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 280 shares of BBIN stock, worth $18,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

280

Previous 279 0.36%

Holding current value

$18,692

Previous $15,000 13.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$56.44 - $64.13 $56 - $64	1 Added 0.36%	280 $17,000
Q4 2024 Feb 07, 2025	BUY	$57.07 - $62.58 $171 - $187	3 Added 1.09%	279 $15,000
Q3 2024 Nov 08, 2024	BUY	$56.88 - $63.65 $56 - $63	1 Added 0.36%	276 $17,000
Q2 2024 Aug 13, 2024	BUY	$57.42 - $61.75 $229 - $247	4 Added 1.48%	275 $16,000
Q1 2024 Jun 11, 2024	BUY	$55.4 - $60.38 $55 - $60	1 Added 0.37%	271 $16,000
Q4 2023 Feb 09, 2024	BUY	$49.81 - $57.1 $149 - $171	3 Added 1.12%	270 $15,000
Q3 2023 Nov 03, 2023	BUY	$51.82 - $56.42 $51 - $56	1 Added 0.38%	267 $13,000
Q2 2023 Aug 04, 2023	BUY	$53.21 - $56.52 $14,153 - $15,034	266 New	266 $14,000

Others Institutions Holding BBIN

# of Institutions

116

Shares Held

70.5M

Call Options Held

Put Options Held

100

View Full List

About J P MORGAN EXCH-TRADED FD TR B

Ticker BBIN
Sector ETFs
Industry ETFs

More about BBIN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC J P Morgan Exch Traded Fd Tr B Transaction History