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

Yes. Captrust holds 157,488 shares of JPIB, worth $7.6M, as of its Q2 2026 13F filing. It reduced the position by 51,786 shares (-24.8%) from Q1 2026. Captrust has held JPIB since Q2 2023, across 13 quarterly 13F filings.

Current Value

$7.6M

Current Shares

157,488

Total Value Change

+$3.9M

Total Shares Change

+80,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
157,488
-24.8%
$7.6M0.0%$48.07
0
2026-Q1
Increased
209,274
+37.0%
$10M0.0%$46.93
36
2025-Q4
Decreased
152,810
-11.2%
$7.4M0.0%$47.42
0
2025-Q3
Increased
172,108
+0.9%
$8.4M0.0%$46.93
28
2025-Q2
Increased
170,594
+106.8%
$8.3M0.0%$46.00
44
2025-Q1
Decreased
82,478
-3.2%
$3.9M0.0%$44.76
0
2024-Q4
Increased
85,188
+10.5%
$4M0.0%$43.83
30
2024-Q3
Increased
77,124
+3.9%
$3.8M0.0%$44.39
28

Other major holders of JPIB: LPL Financial LLC, OneDigital Investment Advisors LLC

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