Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Captrust Financial Advisors holds 209,071 shares of JPUS stock, worth $25.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

209,071

Previous 204,772 2.1%

Holding current value

$25.1 Million

Previous $23.4 Million 3.07%

% of portfolio

0.06%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$111.89 - $119.08 $481,015 - $511,924	4,299 Added 2.1%	209,071 $24.1 Million
Q4 2024 Feb 14, 2025	SELL	$114.05 - $123.77 $967,258 - $1.05 Million	-8,481 Reduced 3.98%	204,772 $23.4 Million
Q3 2024 Nov 14, 2024	SELL	$108.5 - $119.68 $114,467 - $126,262	-1,055 Reduced 0.49%	213,253 $25.5 Million
Q2 2024 Aug 14, 2024	BUY	$105.76 - $111.62 $238,277 - $251,479	2,253 Added 1.06%	214,308 $23.4 Million
Q1 2024 May 15, 2024	SELL	$101.27 - $112.0 $278,492 - $308,000	-2,750 Reduced 1.28%	212,055 $23.8 Million
Q4 2023 Feb 14, 2024	SELL	$89.72 - $103.13 $404,278 - $464,703	-4,506 Reduced 2.05%	214,805 $22.1 Million
Q3 2023 Nov 14, 2023	BUY	$93.76 - $100.98 $292,249 - $314,754	3,117 Added 1.44%	219,311 $20.6 Million
Q2 2023 Aug 14, 2023	BUY	$91.99 - $97.77 $18.8 Million - $20 Million	204,878 Added 1810.52%	216,194 $21.1 Million
Q1 2023 May 15, 2023	SELL	$91.13 - $100.92 $68,438 - $75,790	-751 Reduced 6.22%	11,316 $1.08 Million
Q4 2022 Feb 15, 2023	SELL	$86.35 - $99.6 $6,130 - $7,071	-71 Reduced 0.58%	12,067 $1.14 Million
Q3 2022 Nov 16, 2022	BUY	$85.5 - $101.83 $1.04 Million - $1.24 Million	12,138 New	12,138 $1.04 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

2.65M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
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Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History