Captrust Financial Advisors Jpmorgan Chase & CO Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Captrust Financial Advisors holds 860,562 shares of JPM stock, worth $261 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
860,562
Previous 858,155 0.28%
Holding current value
$261 Million
Previous $211 Million 18.52%
% of portfolio
0.58%
Previous 0.54%

Shares

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

Aug 14, 2025
BUY
$210.28 - $289.91 $506,143 - $697,813
2,407 Added 0.28%
860,562 $249 Million
Q1 2025

May 14, 2025
BUY
$225.19 - $279.95 $23.1 Million - $28.7 Million
102,501 Added 13.56%
858,155 $211 Million
Q4 2024

Feb 14, 2025
BUY
$205.18 - $250.29 $4.37 Million - $5.33 Million
21,279 Added 2.9%
755,654 $181 Million
Q3 2024

Nov 14, 2024
BUY
$194.9 - $224.8 $2.42 Million - $2.79 Million
12,411 Added 1.72%
734,375 $155 Million
Q2 2024

Aug 14, 2024
BUY
$180.08 - $204.79 $30,973 - $35,223
172 Added 0.02%
721,964 $146 Million
Q1 2024

May 15, 2024
SELL
$167.09 - $200.3 $17.6 Million - $21 Million
-105,059 Reduced 12.71%
721,792 $145 Million
Q4 2023

Feb 14, 2024
BUY
$135.69 - $170.3 $11 Million - $13.8 Million
80,881 Added 10.84%
826,851 $141 Million
Q3 2023

Nov 14, 2023
BUY
$143.21 - $158.0 $3.06 Million - $3.37 Million
21,334 Added 2.94%
745,970 $108 Million
Q2 2023

Aug 14, 2023
BUY
$127.47 - $145.44 $1.52 Million - $1.73 Million
11,908 Added 1.67%
724,636 $105 Million
Q1 2023

May 15, 2023
BUY
$124.91 - $143.8 $6.05 Million - $6.97 Million
48,439 Added 7.29%
712,728 $92.9 Million
Q4 2022

Feb 15, 2023
BUY
$101.96 - $137.84 $537,635 - $726,830
5,273 Added 0.8%
664,289 $89.1 Million
Q3 2022

Nov 16, 2022
BUY
$20.73 - $120.58 $2.75 Million - $16 Million
132,771 Added 25.23%
659,016 $68.9 Million
Q2 2022

Aug 23, 2022
BUY
$112.61 - $135.91 $59 Million - $71.3 Million
524,309 Added 27082.08%
526,245 $59.3 Million
Q2 2022

Aug 16, 2022
SELL
$112.61 - $135.91 $50.2 Million - $60.5 Million
-445,370 Reduced 99.57%
1,936 $218,000
Q1 2022

May 16, 2022
BUY
$128.3 - $168.44 $480,098 - $630,302
3,742 Added 0.84%
447,306 $61 Million
Q4 2021

Feb 14, 2022
BUY
$153.94 - $171.78 $4.61 Million - $5.15 Million
29,952 Added 7.24%
443,564 $70.2 Million
Q3 2021

Nov 16, 2021
BUY
$146.97 - $166.98 $5.84 Million - $6.63 Million
39,718 Added 10.62%
413,612 $67.7 Million
Q2 2021

Aug 16, 2021
BUY
$147.37 - $166.44 $372,551 - $420,760
2,528 Added 0.68%
373,894 $58.2 Million
Q1 2021

May 17, 2021
BUY
$125.65 - $157.65 $5.42 Million - $6.8 Million
43,135 Added 13.14%
371,366 $56.5 Million
Q4 2020

Feb 16, 2021
SELL
$96.54 - $127.07 $5.5 Million - $7.23 Million
-56,920 Reduced 14.78%
328,231 $41.7 Million
Q3 2020

Nov 17, 2020
SELL
$91.28 - $103.82 $4.14 Million - $4.71 Million
-45,340 Reduced 10.53%
385,151 $37.3 Million
Q2 2020

Aug 14, 2020
BUY
$84.03 - $113.45 $5.88 Million - $7.93 Million
69,931 Added 19.4%
430,491 $40.1 Million
Q1 2020

May 15, 2020
BUY
$79.03 - $141.09 $1.49 Million - $2.67 Million
18,916 Added 5.54%
360,560 $30.4 Million
Q4 2019

Feb 14, 2020
BUY
$111.82 - $139.4 $17.1 Million - $21.3 Million
152,862 Added 80.97%
341,644 $48.2 Million
Q3 2019

Nov 14, 2019
BUY
$104.8 - $120.23 $18,235 - $20,920
174 Added 0.09%
188,782 $22.2 Million
Q2 2019

Aug 13, 2019
BUY
$104.64 - $116.12 $4.43 Million - $4.92 Million
42,352 Added 28.96%
188,608 $21.1 Million
Q1 2019

May 15, 2019
BUY
$97.11 - $107.19 $6.22 Million - $6.86 Million
64,038 Added 77.89%
146,256 $14.8 Million
Q4 2018

Feb 13, 2019
BUY
$92.14 - $115.32 $31,235 - $39,093
339 Added 0.41%
82,218 $8.03 Million
Q3 2018

Nov 15, 2018
SELL
$103.61 - $118.63 $1.25 Million - $1.43 Million
-12,040 Reduced 12.82%
81,879 $9.24 Million
Q2 2018

Aug 13, 2018
BUY
$103.24 - $114.29 $1.93 Million - $2.14 Million
18,700 Added 24.86%
93,919 $9.79 Million
Q1 2018

May 15, 2018
SELL
$107.01 - $118.77 $1.33 Million - $1.47 Million
-12,391 Reduced 14.14%
75,219 $8.11 Million
Q4 2017

Feb 14, 2018
BUY
$95.86 - $107.83 $7.8 Million - $8.78 Million
81,404 Added 1311.7%
87,610 $9.37 Million
Q3 2017

Feb 16, 2018
BUY
$88.42 - $95.51 $548,734 - $592,735
6,206
6,206 $698,000

Others Institutions Holding JPM

# of Institutions
5,416
Shares Held
1.95B
Call Options Held
30.7M
Put Options Held
32.5M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $891B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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