Ever Source Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 33,691 shares of JPM stock, worth $10.3 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
33,691
Previous 32,706
3.01%
Holding current value
$10.3 Million
Previous $8.02 Million
21.75%
% of portfolio
0.5%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding JPM
# of Institutions
5,346Shares Held
2.09BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$83.1 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$60.7 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$38.3 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$20.5 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$18.7 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $897B
- Description
- JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...