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

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 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 12,492 shares of JIRE stock, worth $912,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,492
Previous 10,741 16.3%
Holding current value
$912,790
Previous $684,000 29.24%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$56.88 - $70.77 $99,596 - $123,918
1,751 Added 16.3%
12,492 $884,000
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
241
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

JIRE Quotes by TradingView
  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
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