How many shares of JPM does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 1.3M shares of JPM (JPMORGAN CHASE & CO).

What is CAPTRUST FINANCIAL ADVISORS's JPM position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's JPM position is worth $439.3M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling JPM?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their JPM position (+12.8% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy JPM?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in JPM in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

JPM
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in JPMORGAN CHASE & CO

Current Value

$439.3M

Current Shares

1.3M

Total Value Change

+$431.3M

Total Shares Change

+1.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+12.8%	$439.3M	0.7%	$325.86	50
2026-Q1	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
2024-Q1	Decreased	721,792	-12.7%	$144.6M	0.5%	$191.89	0
2023-Q4	Increased	826,851	+10.8%	$140.6M	0.5%	$161.96	40
2023-Q3	Increased	745,970	+2.9%	$108.2M	0.4%	$137.07	37
2023-Q2	Increased	724,636	+1.7%	$105.4M	0.4%	$134.64	36
2023-Q1	Increased	712,728	+7.3%	$92.9M	0.4%	$119.92	38
2022-Q4	Increased	664,289	+0.8%	$89.1M	0.4%	$123.99	36
2022-Q3	Increased	659,016	+25.2%	$68.9M	0.4%	$97.28	43
2022-Q2	Increased	526,245	+17.6%	$59.3M	0.4%	$104.73	41
2022-Q1	Increased	447,306	+0.8%	$61M	0.4%	$126.72	35
2021-Q4	Increased	443,564	+7.2%	$70.2M	0.5%	$142.04	38
2021-Q3	Increased	413,612	+10.6%	$67.7M	0.6%	$147.85	46
2021-Q2	Increased	373,894	+0.7%	$58.2M	0.5%	$136.54	42
2021-Q1	Increased	371,366	+13.1%	$56.5M	0.6%	$136.04	47
2020-Q4	Decreased	328,231	-14.8%	$41.7M	0.6%	$109.61	0
2020-Q3	Decreased	385,151	-10.5%	$37.3M	0.6%	$82.60	0
2020-Q2	Increased	430,491	+19.4%	$40.1M	0.7%	$79.79	48
2020-Q1	Increased	360,560	+5.5%	$30.4M	0.7%	$79.39	43
2019-Q4	Increased	341,644	+81.0%	$48.2M	0.8%	$116.96	63
2019-Q3	Increased	188,782	+0.1%	$22.2M	0.8%	$98.53	40
2019-Q2	Increased	188,608	+29.0%	$21.1M	0.8%	$92.92	50
2019-Q1	Increased	146,256	+77.9%	$14.8M	0.6%	$83.49	60
2018-Q4	New	82,218	-	$8M	0.4%	$79.22	45

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

JPM31 quarters

JPM
31 quarters