Ever Source Wealth Advisors, LLC J P Morgan Exchange Traded Fd 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 Exchange Traded Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,288 shares of JPIE stock, worth $58,500. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,288

Previous 1,479 12.91%

Holding current value

$58,500

Previous $68,000 14.71%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$45.59 - $46.25 $8,707 - $8,833	-191 Reduced 12.91%	1,288 $58,000
Q3 2024 Nov 08, 2024	BUY	$45.17 - $46.39 $406 - $417	9 Added 0.61%	1,479 $68,000
Q2 2024 Aug 13, 2024	BUY	$44.81 - $45.47 $627 - $636	14 Added 0.96%	1,470 $66,000
Q1 2024 Jun 11, 2024	BUY	$45.21 - $45.87 $25,588 - $25,962	566 Added 63.6%	1,456 $66,000
Q4 2023 Feb 09, 2024	BUY	$43.78 - $45.84 $612 - $641	14 Added 1.6%	890 $40,000
Q3 2023 Nov 03, 2023	BUY	$44.22 - $45.5 $353 - $364	8 Added 0.92%	876 $38,000
Q4 2022 Feb 09, 2023	BUY	$43.89 - $45.62 $4,389 - $4,562	100 Added 13.02%	868 $39,000
Q3 2022 Nov 07, 2022	BUY	$44.23 - $47.08 $19,903 - $21,186	450 Added 141.51%	768 $34,000
Q4 2021 Feb 07, 2022	BUY	$49.89 - $50.53 $15,865 - $16,068	318 New	318 $16,000

Others Institutions Holding JPIE

# of Institutions

277

Shares Held

42.1M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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