Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in JP MORGAN EXCHANGE TRADED FD
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of JPST (JP MORGAN EXCHANGE TRADED FD), worth $69.9M as of 2025-Q4. The position was increased (++20.0% shares). JPST represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$69.9M
Current Shares
1.4M
Total Value Change
+$17.8M
Total Shares Change
+348,853
Other major holders of JPST: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO
Increased |
| 1.4M |
+20.0% |
| $69.9M |
| 0.4% |
| $50.43 |
42 |
| 2025-Q3 | Increased | 1.2M | +1.4% | $58.4M | 0.4% | $49.84 | 36 |
| 2025-Q2 | Decreased | 1.1M | -1.7% | $57.6M | 0.5% | $49.21 | 0 |
| 2025-Q1 | Increased | 1.2M | +12.7% | $58.5M | 0.5% | $48.62 | 47 |
| 2024-Q4 | Decreased | 1M | -1.4% | $51.7M | 0.4% | $48.03 | 0 |
| 2024-Q3 | Increased | 1M | +0.8% | $52.8M | 0.4% | $47.59 | 35 |
| 2024-Q2 | Increased | 1M | +3.5% | $52.1M | 0.4% | $46.71 | 36 |