How many shares of JPIN does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 168,438 shares of JPIN (J P MORGAN EXCHANGE TRADED F).

What is CAPTRUST FINANCIAL ADVISORS's JPIN position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's JPIN position is worth $12.2M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling JPIN?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their JPIN position (+3.4% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy JPIN?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in JPIN in 2019-Q2. They have held the position across 26 quarters.

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CAPTRUST FINANCIAL ADVISORS

JPIN
26 quarters

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

Current Value

$12.2M

Current Shares

168,438

Total Value Change

+$12.2M

Total Shares Change

+168,340

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	168,438	+3.4%	$12.2M	0.0%	$72.31	29
2026-Q1	Decreased	162,935	-0.1%	$11.6M	0.0%	$73.28	0
2025-Q4	Increased	163,054	+1.4%	$11.1M	0.0%	$68.57	28
2025-Q3	Increased	160,729	+1.9%	$10.7M	0.0%	$64.98	28
2025-Q2	Decreased	157,813	-0.4%	$10.1M	0.0%	$62.05	0
2025-Q1	Increased	158,516	+1.0%	$9.1M	0.0%	$55.09	28
2024-Q4	Increased	156,890	+8.3%	$8.4M	0.0%	$51.14	30
2024-Q3	Decreased	144,798	-1.2%	$8.7M	0.0%	$56.76	0
2024-Q2	Increased	146,537	+4.5%	$8.1M	0.0%	$51.41	29
2024-Q1	Decreased	140,274	-0.4%	$7.9M	0.0%	$51.66	0
2023-Q4	Decreased	140,836	-4.0%	$7.7M	0.0%	$49.81	0
2023-Q3	Increased	146,621	+1.6%	$7.4M	0.0%	$45.16	28
2023-Q2	Increased	144,249	+758.9%	$7.5M	0.0%	$45.45	44
2023-Q1	Decreased	16,794	-0.1%	$878,477	0.0%	$44.93	0
2022-Q4	Decreased	16,808	-15.9%	$828,278	0.0%	$42.40	0
2022-Q3	Increased	19,992	+6390.9%	$856,000	0.0%	$36.68	40
2022-Q2	Unchanged	308	0.0%	$15,000	0.0%	$41.65	0
2022-Q1	Unchanged	308	0.0%	$17,000	0.0%	$47.97	0
2021-Q4	Decreased	308	-69.5%	$18,000	0.0%	$49.43	0
2021-Q3	Decreased	1,011	-42.5%	$61,000	0.0%	$49.04	0
2021-Q2	Unchanged	1,759	0.0%	$110,000	0.0%	$50.59	0
2021-Q1	Increased	1,759	+3.0%	$107,000	0.0%	$48.68	22
2020-Q4	New	1,707	-	$99,000	0.0%	$46.45	30
2019-Q4	Exited	0	-100.0%	$0	0.0%	$43.93	0
2019-Q3	Unchanged	98	0.0%	$5,000	0.0%	$40.56	0
2019-Q2	New	98	-	$5,000	0.0%	$41.39	21

Other major holders of JPIN: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

JPIN26 quarters

JPIN
26 quarters