Balanced Rock Investment Advisor Jp Morgan Exchange Traded Fd T Transaction History

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Jp Morgan Exchange Traded Fd T stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 48,707 shares of JCPI stock, worth $2.36 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
48,707
Previous 43,666 11.54%
Holding current value
$2.36 Million
Previous $2.11 Billion 12.77%
% of portfolio
1.74%
Previous 1.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$47.87 - $49.04 $241,312 - $247,210
5,041 Added 11.54%
48,707 $2.38 Billion
Q2 2025

Aug 14, 2025
BUY
$47.03 - $48.37 $2.05 Million - $2.11 Million
43,666 New
43,666 $2.11 Billion

Others Institutions Holding JCPI

# of Institutions
49
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCHANGE-TRADED FD T

JCPI Quotes by TradingView
  • Ticker JCPI
  • Sector ETFs
  • Industry ETFs
More about JCPI
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