Ever Source Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,294 shares of JPIN stock, worth $72,632. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,294
Previous 1,297
0.23%
Holding current value
$72,632
Previous $73,000
1.37%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JPIN
# of Institutions
104Shares Held
5.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC664KShares$37.3 Million0.1% of portfolio
-
Ubs Group Ag655KShares$36.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC459KShares$25.8 Million0.0% of portfolio
-
Argi Investment Services, LLC329KShares$18.5 Million0.52% of portfolio
-
Morgan Stanley New York, NY320KShares$18 Million0.0% of portfolio