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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 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 284 shares of BBIN stock, worth $20,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares

284

Previous 280 1.43%

Holding current value

$20,209

Previous $17,000 11.76%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$54.98 - $67.95 $219 - $271	4 Added 1.43%	284 $19,000
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

117

Shares Held

70.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCH-TRADED FD TR B

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