Captrust Financial Advisors Jpmorgan Diversified Return Us Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 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 213,423 shares of JPUS stock, worth $25.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
213,423
Previous 209,071 2.08%
Holding current value
$25.5 Million
Previous $24.1 Million 4.73%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$102.8 - $118.19 $447,385 - $514,362
4,352 Added 2.08%
213,423 $25.2 Million
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
93
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN DIVERSIFIED RETURN US

JPUS Quotes by TradingView
  • Ticker JPUS
  • Sector ETFs
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