Ever Source Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit 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 ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,181 shares of JEPQ stock, worth $295,938. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,181
Previous 11,746
55.89%
Holding current value
$295,938
Previous $608,000
53.78%
% of portfolio
0.01%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding JEPQ
# of Institutions
860Shares Held
164MCall Options Held
1.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY22.1MShares$1.26 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.9MShares$1.14 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$749 Million0.25% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$636 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$432 Million0.09% of portfolio