Position history for CAPTRUST FINANCIAL ADVISORS's holdings in JPMORGAN CHASE & CO
CAPTRUST FINANCIAL ADVISORS holds 1.2M shares of JPM (JPMORGAN CHASE & CO), worth $350.1M as of 2026-Q1. The position was increased (+36.0% shares). JPM represents 0.6% of CAPTRUST FINANCIAL ADVISORS's portfolio.
Current Value
$350.1M
Current Shares
1.2M
Total Value Change
+$204M
Total Shares Change
+468,188
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.2M |
+36.0% |
| $350.1M |
| 0.6% |
| $300.26 |
57 |
| 2025-Q4 | Increased | 875,280 | +0.4% | $282M | 0.5% | $321.97 | 44 |
| 2025-Q3 | Increased | 871,509 | +1.3% | $274.9M | 0.6% | $312.75 | 44 |
| 2025-Q2 | Increased | 860,562 | +0.3% | $249.5M | 0.6% | $283.07 | 43 |
| 2025-Q1 | Increased | 858,155 | +13.6% | $210.5M | 0.5% | $237.97 | 49 |
| 2024-Q4 | Increased | 755,654 | +2.9% | $181.1M | 0.5% | $233.31 | 44 |
| 2024-Q3 | Increased | 734,375 | +1.7% | $154.9M | 0.5% | $203.96 | 37 |
| 2024-Q2 | Increased | 721,964 | +0.0% | $146M | 0.5% | $194.90 | 36 |