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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 2,576 shares of JPME stock, worth $274,369. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,576

Previous 2,752 6.4%

Holding current value

$274,369

Previous $276,000 3.26%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$89.28 - $103.8 $15,713 - $18,268	-176 Reduced 6.4%	2,576 $267,000
Q1 2025 May 13, 2025	SELL	$97.76 - $107.35 $13,979 - $15,351	-143 Reduced 4.94%	2,752 $276,000
Q4 2024 Feb 07, 2025	SELL	$102.08 - $110.92 $51,448 - $55,903	-504 Reduced 14.83%	2,895 $296,000
Q3 2024 Nov 08, 2024	SELL	$94.32 - $105.04 $230,706 - $256,927	-2,446 Reduced 41.85%	3,399 $357,000
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

Shares Held

2.3M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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