CORA CAPITAL ADVISORS LLC JPEF Holdings History
Number of Shares
12,320.00
Current Holdings Value*
$784,290.00
% of Portfolio
0.38%
Total Estimate Gain
$34,179.00
% of Total Estimate Gain
4.11%
CORA CAPITAL ADVISORS LLC's JPMorgan Equity Focus ETF Holding Summary
As of 2025-03-31, CORA CAPITAL ADVISORS LLC held 12,320.00 shares of JPMorgan Equity Focus ETF(JPEF), totaling $784,290.00. This investment constitutes 0.38% of their stock portfolio, and CORA CAPITAL ADVISORS LLC now holds 0.06% of the outstanding JPMorgan Equity Focus ETF(JPEF) stock.
The initial trade took place in 2024Q4. And since then CORA CAPITAL ADVISORS LLC has made 2 purchases of JPEF, at an average price of $67.44, for a total of 12,320.00 shares. Based on historical transaction data and JPEF's current price of $70.21, CORA CAPITAL ADVISORS LLC's estimated gain on his JPEF holdings is $34,179.00, reflecting a 4.11% gain to date.
CORA CAPITAL ADVISORS LLC JPEF ($70.21) Holding Chart
CORA CAPITAL ADVISORS LLC JPEF ($70.21) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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