Ever Source Wealth Advisors, LLC J P Morgan Exchange Traded Fd 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 Exchange Traded Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 185,345 shares of JEPI stock, worth $10.4 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

185,345

Previous 120,930 53.27%

Holding current value

$10.4 Million

Previous $6.96 Million 52.22%

% of portfolio

0.64%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,369

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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