A detailed history of Ever Source Wealth Advisors, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 479 shares of JPIN stock, worth $26,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares
479
Previous 477 0.42%
Holding current value
$26,651
Previous $28,000 10.71%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$53.56 - $59.9 $107 - $119
2 Added 0.42%
479 $25,000
Q3 2024

Nov 08, 2024

SELL
$54.1 - $60.82 $216 - $243
-4 Reduced 0.83%
477 $28,000
Q2 2024

Aug 13, 2024

SELL
$53.9 - $57.66 $43,820 - $46,877
-813 Reduced 62.83%
481 $26,000
Q1 2024

Jun 11, 2024

SELL
$52.64 - $56.44 $157 - $169
-3 Reduced 0.23%
1,294 $72,000
Q4 2023

Feb 09, 2024

BUY
$48.36 - $54.84 $62,722 - $71,127
1,297 New
1,297 $70,000

Others Institutions Holding JPIN

About JP MORGAN DIVERSIFIED RETURN I


  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
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