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

Oxford Financial Group LTD

$1.54 Billion
Q4 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 335,752 shares of JCPI stock, worth $15.8 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

335,752

Previous 360,445 6.85%

Holding current value

$15.8 Million

Previous $17.3 Million 9.19%

% of portfolio

1.02%

Previous 1.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

11.5M

Call Options Held

Put Options Held

View Full List

About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
Sector ETFs
Industry ETFs

More about JCPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Account

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