Ever Source Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,640 shares of JEPQ stock, worth $210,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,640

Previous 5,181 29.74%

Holding current value

$210,464

Previous $281,000 25.62%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$53.81 - $57.52 $82,921 - $88,638	-1,541 Reduced 29.74%	3,640 $209,000
Q2 2025 Aug 13, 2025	SELL	$45.88 - $54.4 $301,202 - $357,136	-6,565 Reduced 55.89%	5,181 $281,000
Q1 2025 May 13, 2025	BUY	$51.45 - $58.51 $391,688 - $445,436	7,613 Added 184.2%	11,746 $608,000
Q4 2024 Feb 07, 2025	BUY	$53.94 - $58.15 $215,760 - $232,600	4,000 Added 3007.52%	4,133 $233,000
Q3 2024 Nov 08, 2024	BUY	$49.7 - $56.11 $4,125 - $4,657	83 Added 166.0%	133 $7,000

Q2 2024 Aug 13, 2024	SELL	$50.84 - $55.56 $7,066 - $7,722	-139 Reduced 73.54%	50 $2,000
Q1 2024 Jun 11, 2024	BUY	$49.02 - $54.29 $9,264 - $10,260	189 New	189 $10,000

Others Institutions Holding JEPQ

# of Institutions

916

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Ever Source Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History