Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in J P MORGAN EXCHANGE TRADED F
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.2M shares of JPST (J P MORGAN EXCHANGE TRADED F), worth $63.2M as of 2026-Q1. The position was decreased (-9.5% shares). JPST represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$63.2M
Current Shares
1.2M
Total Value Change
+$11.2M
Total Shares Change
+217,829
Other major holders of JPST: Kestra Advisory Services, LLC, JPMORGAN CHASE & CO
Decreased |
| 1.2M |
-9.5% |
| $63.2M |
| 0.4% |
| $50.58 |
0 |
| 2025-Q4 | 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 |