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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$45.88 - $54.4 $301,202 - $357,136
-6,565 Reduced 55.89%
5,181 $281,000
Q1 2025

May 13, 2025
BUY
$51.45 - $58.51 $391,688 - $445,436
7,613 Added 184.2%
11,746 $608,000
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
860
Shares Held
164M
Call Options Held
1.34M
Put Options Held
666K
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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