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

CAPTRUST FINANCIAL ADVISORS holds 1.2M shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $67.5M as of 2026-Q2. The position was decreased (-3.9% shares). JVAL represents 0.1% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$67.5M

Current Shares

1.2M

Total Value Change

+$67.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-3.9%
$67.5M0.1%$58.64
0
2026-Q1
Increased
1.2M
+1.2%
$58.6M0.1%$50.75
36
2025-Q4
Increased
1.2M
+237x
$58.1M0.1%$49.49
57
2025-Q3
Unchanged
4,974
0.0%
$236,2650.0%$47.13
0
2025-Q2
Decreased
4,974
-2.8%
$220,0000.0%$43.54
0
2025-Q1
Decreased
5,117
-27.3%
$211,9460.0%$40.45
0
2024-Q4
Increased
7,038
+2.1%
$304,0420.0%$42.21
24
2024-Q3
Increased
6,896
+38.6%
$300,4590.0%$42.26
31

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc.

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