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

Captrust Financial Advisors

$33 Billion
Q3 2024

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 11,131 shares of JIRE stock, worth $678,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,131

Previous 11,325 1.71%

Holding current value

$678,991

Previous $708,000 3.67%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

157

Shares Held

80.6M

Call Options Held

Put Options Held

500

View Full List

About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
Sector ETFs
Industry ETFs

More about JIRE

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.

Account

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