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

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 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 2,895 shares of JPME stock, worth $301,427. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,895
Previous 3,399 14.83%
Holding current value
$301,427
Previous $357,000 17.09%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
95
Shares Held
3.03M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email