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

Yes. Captrust holds 1,104,176 shares of JPST, worth $55.8M, as of its Q2 2026 13F filing. It increased the position by 40,466 shares (+3.8%) from Q1 2026. Captrust has held JPST since Q2 2020, across 25 quarterly 13F filings. JPST is 0.1% of Captrust's reported 13F portfolio.

Current Value

$55.8M

Current Shares

1.1M

Total Value Change

+$19M

Total Shares Change

+378,324

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+3.8%
$55.8M0.1%$50.23
31
2026-Q1
Decreased
1.1M
-10.2%
$53.8M0.1%$49.76
0
2025-Q4
Increased
1.2M
+23.6%
$59.9M0.1%$49.41
43
2025-Q3
Increased
958,127
+5.7%
$48.6M0.1%$48.83
31
2025-Q2
Increased
906,410
+41.8%
$45.9M0.1%$48.25
47
2025-Q1
Increased
639,077
+1.7%
$32.4M0.1%$47.65
29
2024-Q4
Decreased
628,574
-13.4%
$31.7M0.1%$47.06
0
2024-Q3
Increased
725,852
+5.4%
$36.8M0.1%$46.64
37

Other major holders of JPST: JPMORGAN CHASE & CO

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