Oxford Financial Group LTD Jp Morgan Exchange Traded Fd T Transaction History

Oxford Financial Group LTD

$1.51 Billion
Q2 2024

A detailed history of Oxford Financial Group LTD transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Oxford Financial Group LTD holds 365,313 shares of JCPI stock, worth $17.2 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

365,313

Previous 363,356 0.54%

Holding current value

$17.2 Million

Previous $17 Million 0.18%

% of portfolio

1.13%

Previous 1.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$45.89 - $46.76 $89,806 - $91,509	1,957 Added 0.54%	365,313 $17.1 Million
Q1 2024 May 13, 2024	SELL	$46.08 - $46.86 $457,850 - $465,600	-9,936 Reduced 2.66%	363,356 $17 Million
Q4 2023 Feb 14, 2024	SELL	$44.61 - $46.7 $1.65 Million - $1.73 Million	-37,018 Reduced 9.02%	373,292 $17.4 Million
Q3 2023 Nov 13, 2023	SELL	$45.12 - $46.3 $454,854 - $466,750	-10,081 Reduced 2.4%	410,310 $18.5 Million
Q2 2023 Aug 10, 2023	SELL	$46.09 - $47.6 $2.71 Million - $2.8 Million	-58,814 Reduced 12.27%	420,391 $19.4 Million
Q1 2023 May 12, 2023	SELL	$45.88 - $47.49 $686,731 - $710,830	-14,968 Reduced 3.03%	479,205 $22.8 Million
Q4 2022 Feb 14, 2023	SELL	$45.61 - $47.22 $1.69 Million - $1.75 Million	-37,051 Reduced 6.97%	494,173 $22.7 Million
Q3 2022 Nov 02, 2022	SELL	$45.41 - $49.78 $323,637 - $354,782	-7,127 Reduced 1.32%	531,224 $24.1 Million
Q2 2022 Aug 11, 2022	BUY	$48.24 - $50.08 $26 Million - $27 Million	538,351 New	538,351 $26 Million

Others Institutions Holding JCPI

# of Institutions

Shares Held

11.4M

Call Options Held

Put Options Held

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About JP MORGAN EXCHANGE-TRADED FD T

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Oxford Financial Group LTD Jp Morgan Exchange Traded Fd T Transaction History