Captrust Financial Advisors J P Morgan Exchg Traded Fd Tr Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 10,741 shares of JIRE stock, worth $742,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,741

Previous 12,047 10.84%

Holding current value

$742,310

Previous $704,000 2.84%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$58.04 - $65.84 $75,800 - $85,987	-1,306 Reduced 10.84%	10,741 $684,000
Q4 2024 Feb 14, 2025	BUY	$58.46 - $65.6 $53,549 - $60,089	916 Added 8.23%	12,047 $704,000
Q3 2024 Nov 14, 2024	SELL	$60.25 - $66.85 $11,688 - $12,968	-194 Reduced 1.71%	11,131 $734,000
Q2 2024 Aug 14, 2024	BUY	$59.87 - $64.55 $1,975 - $2,130	33 Added 0.29%	11,325 $708,000
Q1 2024 May 15, 2024	SELL	$56.8 - $62.88 $88,664 - $98,155	-1,561 Reduced 12.15%	11,292 $707,000
Q4 2023 Feb 14, 2024	SELL	$52.16 - $59.25 $160,444 - $182,253	-3,076 Reduced 19.31%	12,853 $751,000
Q3 2023 Nov 14, 2023	SELL	$54.17 - $58.66 $99,022 - $107,230	-1,828 Reduced 10.29%	15,929 $866,000
Q2 2023 Aug 14, 2023	BUY	$54.72 - $57.87 $671,469 - $710,122	12,271 Added 223.68%	17,757 $1.01 Million
Q1 2023 May 15, 2023	BUY	$50.46 - $55.41 $276,823 - $303,979	5,486 New	5,486 $302,000

Others Institutions Holding JIRE

# of Institutions

200

Shares Held

93.8M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Captrust Financial Advisors J P Morgan Exchg Traded Fd Tr Transaction History