Captrust Financial Advisors J P Morgan Exchange Traded Fd Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
A detailed history of Captrust Financial Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Captrust Financial Advisors holds 1,164,274 shares of JCPB stock, worth $54.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,164,274
Previous 1,075,876
8.22%
Holding current value
$54.2 Million
Previous $49.6 Million
10.5%
% of portfolio
0.14%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding JCPB
# of Institutions
369Shares Held
115MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$375 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.84MShares$179 Million0.07% of portfolio
-
Hb Wealth Management, LLC3.78MShares$176 Million1.5% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$162 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.23MShares$151 Million10.14% of portfolio