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JPST
Showing 8 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-9.5%
$63.2M0.4%$50.58
0
2025-Q4
Increased
1.4M
+20.0%
$69.9M0.4%$50.43
42
2025-Q3
Increased
1.2M
+1.4%
$58.4M0.4%$49.84
36
2025-Q2
Decreased
1.1M
-1.7%
$57.6M0.5%$49.21
0
2025-Q1
Increased
1.2M
+12.7%
$58.5M0.5%$48.62
47
2024-Q4
Decreased
1M
-1.4%
$51.7M0.4%$48.03
0
2024-Q3
Increased
1M
+0.8%
$52.8M0.4%$47.59
35
2024-Q2
Increased
1M
+3.5%
$52.1M0.4%$46.71
36

Other major holders of JPST: JPMORGAN CHASE & CO

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