Mc Carthy & Cox J P Morgan Exchange Traded Fd Transaction History

Mc Carthy & Cox

$382 Billion
Q2 2025

A detailed history of Mc Carthy & Cox transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mc Carthy & Cox holds 107,391 shares of JPIE stock, worth $4.95 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

107,391

Holding current value

$4.95 Million

% of portfolio

1.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$45.12 - $46.32 $4.85 Million - $4.97 Million	107,391 New	107,391 $4.97 Billion

Others Institutions Holding JPIE

# of Institutions

314

Shares Held

53.2M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5.07M
Shares

$234 Million
0.02% of portfolio
Morgan Stanley New York, NY

3.2M
Shares

$148 Million
0.01% of portfolio
Savant Capital, LLC

2.5M
Shares

$115 Million
0.87% of portfolio
Heritage Financial Services, LLC

2.18M
Shares

$101 Million
10.15% of portfolio
Sequoia Financial Advisors, LLC

2.16M
Shares

$99.5 Million
0.86% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Carthy & Cox, based on Form 13F filings with the SEC.

News

Stay updated on Mc Carthy & Cox with notifications on news.

Account