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

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

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 280,326 shares of JCPI stock, worth $13.6 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

280,326

Previous 291,873 3.96%

Holding current value

$13.6 Million

Previous $14.1 Million 2.9%

% of portfolio

0.78%

Previous 0.84%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$47.87 - $49.04 $552,754 - $566,264	-11,547 Reduced 3.96%	280,326 $13.7 Million
Q2 2025 Aug 14, 2025	SELL	$47.03 - $48.37 $1.44 Million - $1.48 Million	-30,647 Reduced 9.5%	291,873 $14.1 Million
Q1 2025 May 15, 2025	SELL	$46.46 - $48.13 $614,758 - $636,856	-13,232 Reduced 3.94%	322,520 $15.5 Million
Q4 2024 Feb 11, 2025	SELL	$46.67 - $47.99 $1.15 Million - $1.19 Million	-24,693 Reduced 6.85%	335,752 $15.7 Million
Q3 2024 Nov 12, 2024	SELL	$46.51 - $48.2 $226,410 - $234,637	-4,868 Reduced 1.33%	360,445 $17.3 Million

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

12.9M

Call Options Held

Put Options Held

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