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

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 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 4,133 shares of JEPQ stock, worth $201,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,133
Previous 133 3007.52%
Holding current value
$201,442
Previous $7,000 3228.57%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $215,760 - $232,600
4,000 Added 3007.52%
4,133 $233,000
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
782
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
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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