Ever Source Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

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 133 shares of JEPQ stock, worth $7,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 50 166.0%
Holding current value
$7,551
Previous $2,000 250.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$49.7 - $56.11 $4,125 - $4,657
83 Added 166.0%
133 $7,000
Q2 2024

Aug 13, 2024
SELL
$50.84 - $55.56 $7,066 - $7,722
-139 Reduced 73.54%
50 $2,000
Q1 2024

Jun 11, 2024
BUY
$49.02 - $54.29 $9,264 - $10,260
189 New
189 $10,000

Others Institutions Holding JEPQ

# of Institutions
631
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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