Ever Source Wealth Advisors, LLC Jp Morgan Diversified Return I Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

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 486 shares of JPIN stock, worth $32,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares
486
Previous 480 1.25%
Holding current value
$32,168
Previous $27,000 14.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$52.18 - $64.25 $313 - $385
6 Added 1.25%
486 $31,000
Q1 2025

May 13, 2025
BUY
$52.75 - $58.91 $52 - $58
1 Added 0.21%
480 $27,000
Q4 2024

Feb 07, 2025
BUY
$53.56 - $59.9 $107 - $119
2 Added 0.42%
479 $25,000
Q3 2024

Nov 08, 2024
SELL
$54.1 - $60.82 $216 - $243
-4 Reduced 0.83%
477 $28,000
Q2 2024

Aug 13, 2024
SELL
$53.9 - $57.66 $43,820 - $46,877
-813 Reduced 62.83%
481 $26,000
Q1 2024

Jun 11, 2024
SELL
$52.64 - $56.44 $157 - $169
-3 Reduced 0.23%
1,294 $72,000
Q4 2023

Feb 09, 2024
BUY
$48.36 - $54.84 $62,722 - $71,127
1,297 New
1,297 $70,000

Others Institutions Holding JPIN

# of Institutions
115
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
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