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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in J P MORGAN EXCHANGE TRADED F

CAPTRUST FINANCIAL ADVISORS holds 1.6M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $73.6M as of 2026-Q2. The position was increased (+5.3% shares). JCPB represents 0.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$73.6M

Current Shares

1.6M

Total Value Change

+$21.4M

Total Shares Change

+484,893

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+5.3%
$73.6M0.1%$46.57
37
2026-Q1
Increased
1.5M
+11.5%
$70.2M0.1%$46.15
39
2025-Q4
Increased
1.3M
+1.8%
$63.3M0.1%$46.04
36
2025-Q3
Increased
1.3M
+5.4%
$62.4M0.1%$45.49
37
2025-Q2
Increased
1.2M
+7.0%
$58.6M0.1%$44.47
38
2025-Q1
Increased
1.2M
+8.2%
$54.8M0.1%$43.89
38
2024-Q4
Decreased
1.1M
-0.8%
$49.6M0.1%$42.64
0
2024-Q3
Increased
1.1M
+2.3%
$52.3M0.2%$43.90
36

Other major holders of JCPB: HB Wealth Management, LLC, MORGAN STANLEY

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