Ever Source Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 498 shares of JPST stock, worth $25,178. This represents 0.0% of its overall portfolio holdings.

Number of Shares

498

Previous 1,830 72.79%

Holding current value

$25,178

Previous $92,000 72.83%

% of portfolio

0.0%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$50.39 - $50.66 $67,119 - $67,479	-1,332 Reduced 72.79%	498 $25,000
Q4 2024 Feb 07, 2025	BUY	$50.37 - $50.6 $63,667 - $63,958	1,264 Added 223.32%	1,830 $92,000
Q3 2024 Nov 08, 2024	BUY	$50.25 - $50.74 $50 - $50	1 Added 0.18%	566 $28,000
Q2 2024 Aug 13, 2024	SELL	$50.22 - $50.48 $8,487 - $8,531	-169 Reduced 23.02%	565 $28,000
Q1 2024 Jun 11, 2024	BUY	$50.23 - $50.49 $27,224 - $27,365	542 Added 282.29%	734 $37,000
Q2 2023 Aug 04, 2023	BUY	$50.04 - $50.36 $6,154 - $6,194	123 Added 178.26%	192 $9,000
Q1 2023 May 11, 2023	SELL	$50.12 - $50.36 $385,823 - $387,671	-7,698 Reduced 99.11%	69 $3,000
Q4 2022 Feb 09, 2023	BUY	$50.0 - $50.25 $385,000 - $386,925	7,700 Added 11492.54%	7,767 $389,000
Q4 2021 Feb 07, 2022	BUY	$50.47 - $50.71 $3,381 - $3,397	67 New	67 $3,000

Others Institutions Holding JPST

# of Institutions

1,218

Shares Held

453M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Ever Source Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History