Taylor, Cottrill, Erickson & Associates, Inc. J P Morgan Exchange Traded Fd Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $299 Million
  • Q3 2025

A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 40,574 shares of JCPB stock, worth $1.92 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
40,574
Previous 29,436 37.84%
Holding current value
$1.92 Million
Previous $1.39 Million 39.28%
% of portfolio
0.65%
Previous 0.48%

Shares

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

Oct 23, 2025
BUY
$46.37 - $47.77 $516,469 - $532,062
11,138 Added 37.84%
40,574 $1.93 Million
Q2 2025

Aug 08, 2025
BUY
$45.9 - $47.2 $290,914 - $299,153
6,338 Added 27.44%
29,436 $1.39 Million
Q1 2025

Apr 28, 2025
BUY
$45.56 - $47.23 $1.05 Million - $1.09 Million
23,098 New
23,098 $1.09 Million

Others Institutions Holding JCPB

# of Institutions
419
Shares Held
148M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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