Ever Source Wealth Advisors, LLC J P Morgan Exchange Traded Fd 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 Exchange Traded Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,642 shares of JPIE stock, worth $76,123. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,299 26.4%
Holding current value
$76,123
Previous $59,000 28.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$45.12 - $46.32 $15,476 - $15,887
343 Added 26.4%
1,642 $76,000
Q1 2025

May 13, 2025
BUY
$45.46 - $46.18 $500 - $507
11 Added 0.85%
1,299 $59,000
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
361
Shares Held
62.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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