Jacobi Capital Management LLC Innovator U.S. Small Cap Power Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
A detailed history of Jacobi Capital Management LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Jacobi Capital Management LLC holds 35,428 shares of KJUL stock, worth $1.09 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,428
Previous 35,428
-0.0%
Holding current value
$1.09 Million
Previous $1.03 Million
6.0%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding KJUL
# of Institutions
97Shares Held
3.36MCall Options Held
0Put Options Held
0-
Compass Advisory Group LLC469KShares$14.4 Million4.65% of portfolio
-
Commonwealth Equity Services, LLC265KShares$8.16 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL220KShares$6.76 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ160KShares$4.93 Million0.01% of portfolio
-
Cary Street Partners Financial LLC Richmond, VA155KShares$4.78 Million0.12% of portfolio