Ever Source Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 154,044 shares of JEPI stock, worth $8.74 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
154,044
Previous 177,380 13.16%
Holding current value
$8.74 Million
Previous $10.1 Million 12.78%
% of portfolio
0.4%
Previous 0.52%

Shares

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

Nov 10, 2025
SELL
$55.61 - $57.37 $1.3 Million - $1.34 Million
-23,336 Reduced 13.16%
154,044 $8.8 Million
Q2 2025

Aug 13, 2025
SELL
$51.14 - $57.0 $407,330 - $454,005
-7,965 Reduced 4.3%
177,380 $10.1 Million
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $3.62 Million - $3.85 Million
64,415 Added 53.27%
185,345 $10.6 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $671,490 - $710,007
11,672 Added 10.68%
120,930 $6.96 Million
Q3 2024

Nov 08, 2024
BUY
$54.98 - $59.51 $168,183 - $182,041
3,059 Added 2.88%
109,258 $6.5 Million
Q2 2024

Aug 13, 2024
BUY
$55.45 - $57.39 $466,279 - $482,592
8,409 Added 8.6%
106,199 $6.02 Million
Q1 2024

Jun 11, 2024
BUY
$54.75 - $57.86 $415,716 - $439,330
7,593 Added 8.42%
97,790 $5.66 Million
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $351,658 - $377,737
-6,827 Reduced 7.04%
90,197 $4.96 Million
Q3 2023

Nov 03, 2023
BUY
$53.5 - $55.92 $2.01 Million - $2.1 Million
37,570 Added 63.19%
97,024 $5.2 Million
Q2 2023

Aug 04, 2023
BUY
$53.85 - $55.4 $3.2 Million - $3.29 Million
59,351 Added 57622.33%
59,454 $3.29 Million
Q1 2023

May 11, 2023
BUY
$52.13 - $55.7 $5,369 - $5,737
103 New
103 $5,000

Others Institutions Holding JEPI

# of Institutions
1,435
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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