JFS Wealth Advisors
P icon

JFS Wealth Advisors’s Everpure Inc P Stock Holding History

JFS Wealth Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.6K Buy
104
+8
+8% +$753 ﹤0.01% 864
2026
Q2 		$7.56K Buy
96
+16
+20% +$1.17K ﹤0.01% 1126
2026
Q1 		$4.72K Sell
80
-90
-53% -$6.1K ﹤0.01% 1215
2025
Q4 		$11.4K Buy
170
+118
+227% +$9.9K ﹤0.01% 933
2025
Q3 		$4.36K Buy
52
+6
+13% +$399 ﹤0.01% 1176
2025
Q2 		$2.65K Sell
46
-40
-47% -$1.99K ﹤0.01% 1313
2025
Q1 		$3.81K Sell
86
-1,998
-96% -$121K ﹤0.01% 1233
2024
Q4 		$128K Sell
2,084
-459
-18% -$25.6K 0.01% 334
2024
Q3 		$128K Buy
2,543
+2,483
+4,138% +$140K 0.01% 336
2024
Q2 		$3.85K Buy
60
+28
+88% +$1.62K ﹤0.01% 1171
2024
Q1 		$1.66K Hold
32
– – ﹤0.01% 1511
2023
Q4 		$1.14K Buy
32
+2
+7% +$70 ﹤0.01% 1626
2023
Q3 		$1.07K Buy
+30
New +$1.11K ﹤0.01% 1578
2023
Q2 		– Sell
-18
Closed -$460 – 2007
2023
Q1 		$460 Buy
18
+11
+157% +$297 ﹤0.01% 1731
2022
Q4 		$187 Buy
7
+2
+40% +$58 ﹤0.01% 1838
2022
Q3 		$0 Sell
5
-1
-17% -$28 ﹤0.01% 1886
2022
Q2 		$0 Buy
+6
New +$166 ﹤0.01% 1897

Other funds holding P

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

JFS Wealth Advisors's P Position: Q3 2026 in Review

JFS Wealth Advisors increased its Everpure Inc (P) stake by 8.3% in Q3 2026, buying an estimated $753 and bringing the position to 104 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

JFS Wealth Advisors first reported a position in P in Q2 2022 and has held it in 17 quarters since. The position peaked at $128K in Q4 2024. 497 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • JFS Wealth Advisors held 104 shares of Everpure Inc worth $13.6K as of Q3 2026.
  • JFS Wealth Advisors bought 8 Everpure Inc shares in Q3 2026, an estimated $753.
  • Everpure Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #864 holding.
  • JFS Wealth Advisors first reported a position in Everpure Inc in Q2 2022 and has held it in 17 quarters since.
  • JFS Wealth Advisors's Everpure Inc position peaked at $128K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.