JMPWA
EFOR

JP Morgan Private Wealth Advisors’s Everforth Inc EFOR Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.49M Sell
30,425
-685
-2% -$54.5K 0.01% 672
2023
Q2 		$2.35M Buy
31,110
+11,938
+62% +$858K 0.01% 512
2023
Q1 		$1.58M Sell
19,172
-236
-1% -$20.5K ﹤0.01% 969
2022
Q4 		$1.58M Buy
19,408
+676
+4% +$59.3K ﹤0.01% 935
2022
Q3 		$1.69M Buy
18,732
+44
+0.2% +$4.27K ﹤0.01% 902
2022
Q2 		$1.69M Buy
18,688
+293
+2% +$30K ﹤0.01% 897
2022
Q1 		$2.15M Sell
18,395
-913
-5% -$103K ﹤0.01% 874
2021
Q4 		$2.38M Sell
19,308
-2,979
-13% -$364K 0.01% 834
2021
Q3 		$2.52M Buy
22,287
+382
+2% +$40.2K 0.01% 811
2021
Q2 		$2.12M Buy
21,905
+1,724
+9% +$176K 0.01% 849
2021
Q1 		$1.93M Buy
20,181
+964
+5% +$89K 0.01% 784
2020
Q4 		$1.6M Buy
19,217
+795
+4% +$61.1K 0.01% 831
2020
Q3 		$1.17M Sell
18,422
-1,225
-6% -$84.3K ﹤0.01% 827
2020
Q2 		$1.31M Buy
19,647
+9,992
+103% +$530K 0.01% 710
2020
Q1 		$341K Buy
9,655
+4,739
+96% +$268K ﹤0.01% 1084
2019
Q4 		$349K Sell
4,916
-365
-7% -$23.8K ﹤0.01% 1174
2019
Q3 		$332K Buy
+5,281
New +$326K ﹤0.01% 1150

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EFOR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Everforth Inc (EFOR) stake by 2.2% in Q3 2023, selling an estimated $54.5K and leaving 30,425 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #672.

JP Morgan Private Wealth Advisors first reported a position in EFOR in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.52M in Q3 2021. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 30,425 shares of Everforth Inc worth $2.49M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 685 Everforth Inc shares in Q3 2023, an estimated $54.5K.
  • Everforth Inc made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #672 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Everforth Inc in Q3 2019 and has held it in 17 quarters since.
  • JP Morgan Private Wealth Advisors's Everforth Inc position peaked at $2.52M in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.