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

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,220 shares of JCPI stock, worth $253,117. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,220

Holding current value

$253,117

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$47.87 - $49.04 $249,881 - $255,988	5,220 New	5,220 $254,000

Others Institutions Holding JCPI

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

11M
Shares

$535 Million
0.04% of portfolio
Oxford Financial Group LTD Indianapolis, IN

292K
Shares

$14.2 Million
0.84% of portfolio
Mai Capital Management

242K
Shares

$11.7 Million
0.09% of portfolio
Halpern Financial, Inc. Ashburn, VA

225K
Shares

$10.9 Million
2.77% of portfolio
Ubs Group Ag

129K
Shares

$6.23 Million
0.0% of portfolio

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About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
Sector ETFs
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J.W. Cole Advisors, Inc. Jp Morgan Exchange Traded Fd T Transaction History