Captrust Financial Advisors Jp Morgan Exchange Traded Fd T Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$48.24 - $50.08 $1.52 Million - $1.57 Million	31,436 New	31,436 $1.52 Million

Others Institutions Holding JCPI

# of Institutions

33

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

10.8M
Shares

$506 Million
0.04% of portfolio
Oxford Financial Group LTD Indianapolis, IN

360K
Shares

$17 Million
1.1% of portfolio
Halpern Financial, Inc. Ashburn, VA

225K
Shares

$10.6 Million
2.77% of portfolio
Sage Rhino Capital LLC

62.2K
Shares

$2.93 Million
0.68% of portfolio
Kavar Capital Partners Group, LLC Leawood, KS

49.3K
Shares

$2.32 Million
0.38% of portfolio

About JP MORGAN EXCHANGE-TRADED FD T

Ticker JCPI
Sector ETFs
Industry ETFs

More about JCPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.