Number of Shares
12,320.00
Current Holdings Value*
$784,290.00
% of Portfolio
0.38%
Total Estimate Gain
$37,875.00
% of Total Estimate Gain
4.56%

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 $70.51, CORA CAPITAL ADVISORS LLC's estimated gain on his JPEF holdings is $37,875.00, reflecting a 4.56% gain to date.

CORA CAPITAL ADVISORS LLC JPEF ($70.51) Holding Chart

CORA CAPITAL ADVISORS LLC JPEF ($70.51) 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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