Ever Source Wealth Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,845 shares of JPME stock, worth $609,925. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,845
Previous 1,799 224.9%
Holding current value
$609,925
Previous $178,000 212.36%
% of portfolio
0.04%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$92.68 - $98.71 $374,983 - $399,380
4,046 Added 224.9%
5,845 $556,000
Q1 2024

Jun 11, 2024
SELL
$89.62 - $99.14 $19,626 - $21,711
-219 Reduced 10.85%
1,799 $178,000
Q4 2023

Feb 09, 2024
BUY
$79.3 - $92.33 $160,027 - $186,321
2,018 New
2,018 $185,000

Others Institutions Holding JPME

# of Institutions
81
Shares Held
2.9M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

JPME Quotes by TradingView
  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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