J.W. Cole Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,042 shares of JCPB stock, worth $286,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,042

Previous 5,347 13.0%

Holding current value

$286,692

Previous $251,000 13.15%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$45.9 - $47.2 $31,900 - $32,804	695 Added 13.0%	6,042 $284,000
Q1 2025 May 05, 2025	BUY	$45.56 - $47.23 $243,609 - $252,538	5,347 New	5,347 $251,000
Q4 2023 Jan 31, 2024	SELL	$43.49 - $47.47 $75,672 - $82,597	-1,740 Reduced 15.72%	9,327 $439,000
Q3 2023 Oct 24, 2023	BUY	$44.57 - $46.79 $1,381 - $1,450	31 Added 0.28%	11,067 $494,000
Q2 2023 Jul 27, 2023	BUY	$46.41 - $47.75 $4,223 - $4,345	91 Added 0.83%	11,036 $514,000
Q1 2023 May 03, 2023	BUY	$45.84 - $47.89 $501,718 - $524,156	10,945 New	10,945 $518,000
Q2 2021 Aug 06, 2021	SELL	$53.96 - $54.75 $594,801 - $603,509	-11,023 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$53.65 - $55.72 $169,051 - $175,573	-3,151 Reduced 22.23%	11,023 $594,000
Q4 2020 Feb 12, 2021	BUY	$55.46 - $56.37 $786,090 - $798,988	14,174 New	14,174 $790,000

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

131M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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J.W. Cole Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History