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JPM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+36.0%
$350.1M0.6%$300.26
57
2025-Q4
Increased
875,280
+0.4%
$282M0.5%$321.97
44
2025-Q3
Increased
871,509
+1.3%
$274.9M0.6%$312.75
44
2025-Q2
Increased
860,562
+0.3%
$249.5M0.6%$283.07
43
2025-Q1
Increased
858,155
+13.6%
$210.5M0.5%$237.97
49
2024-Q4
Increased
755,654
+2.9%
$181.1M0.5%$233.31
44
2024-Q3
Increased
734,375
+1.7%
$154.9M0.5%$203.96
37
2024-Q2
Increased
721,964
+0.0%
$146M0.5%$194.90
36

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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