CAPTRUST Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249M | Buy |
860,562
+2,407
| +0.3% | +$698K | 0.56% | 33 |
|
|
2025
Q1 | $211M | Buy |
858,155
+102,501
| +14% | +$25.1M | 0.53% | 34 |
|
|
2024
Q4 | $181M | Buy |
755,654
+21,279
| +3% | +$5.1M | 0.52% | 34 |
|
|
2024
Q3 | $155M | Buy |
734,375
+12,411
| +2% | +$2.62M | 0.46% | 43 |
|
|
2024
Q2 | $146M | Buy |
721,964
+172
| +0% | +$34.8K | 0.47% | 42 |
|
|
2024
Q1 | $145M | Sell |
721,792
-105,059
| -13% | -$21M | 0.53% | 38 |
|
|
2023
Q4 | $141M | Buy |
826,851
+80,881
| +11% | +$13.8M | 0.48% | 41 |
|
|
2023
Q3 | $108M | Buy |
745,970
+21,334
| +3% | +$3.09M | 0.41% | 49 |
|
|
2023
Q2 | $105M | Buy |
724,636
+11,908
| +2% | +$1.73M | 0.42% | 52 |
|
|
2023
Q1 | $92.9M | Buy |
712,728
+48,439
| +7% | +$6.31M | 0.41% | 52 |
|
|
2022
Q4 | $89.1M | Buy |
664,289
+5,273
| +0.8% | +$707K | 0.45% | 49 |
|
|
2022
Q3 | $68.9M | Buy |
659,016
+132,771
| +25% | +$13.9M | 0.4% | 55 |
|
|
2022
Q2 | $59.3M | Buy |
526,245
+78,939
| +18% | +$8.89M | 0.38% | 59 |
|
|
2022
Q1 | $61M | Buy |
447,306
+3,742
| +0.8% | +$510K | 0.39% | 56 |
|
|
2021
Q4 | $70.2M | Buy |
443,564
+29,952
| +7% | +$4.74M | 0.48% | 43 |
|
|
2021
Q3 | $67.7M | Buy |
413,612
+39,718
| +11% | +$6.5M | 0.56% | 39 |
|
|
2021
Q2 | $58.2M | Buy |
373,894
+2,528
| +0.7% | +$393K | 0.54% | 40 |
|
|
2021
Q1 | $56.5M | Buy |
371,366
+43,135
| +13% | +$6.57M | 0.61% | 32 |
|
|
2020
Q4 | $41.7M | Sell |
328,231
-56,920
| -15% | -$7.23M | 0.55% | 31 |
|
|
2020
Q3 | $37.3M | Sell |
385,151
-45,340
| -11% | -$4.4M | 0.62% | 28 |
|
|
2020
Q2 | $40.1M | Buy |
430,491
+69,931
| +19% | +$6.52M | 0.66% | 27 |
|
|
2020
Q1 | $30.4M | Buy |
360,560
+18,916
| +6% | +$1.6M | 0.67% | 30 |
|
|
2019
Q4 | $48.2M | Buy |
341,644
+152,862
| +81% | +$21.6M | 0.76% | 22 |
|
|
2019
Q3 | $22.2M | Buy |
188,782
+174
| +0.1% | +$20.5K | 0.78% | 26 |
|
|
2019
Q2 | $21.1M | Buy |
188,608
+42,352
| +29% | +$4.73M | 0.78% | 26 |
|
|
2019
Q1 | $14.8M | Buy |
146,256
+64,038
| +78% | +$6.48M | 0.6% | 30 |
|
|
2018
Q4 | $8.03M | Buy |
82,218
+339
| +0.4% | +$33.1K | 0.43% | 51 |
|
|
2018
Q3 | $9.24M | Sell |
81,879
-12,040
| -13% | -$1.36M | 0.41% | 48 |
|
|
2018
Q2 | $9.79M | Buy |
93,919
+18,700
| +25% | +$1.95M | 0.54% | 30 |
|
|
2018
Q1 | $8.11M | Sell |
75,219
-12,391
| -14% | -$1.34M | 0.5% | 34 |
|
|
2017
Q4 | $9.37M | Buy |
87,610
+81,404
| +1,312% | +$8.71M | 0.57% | 28 |
|
|
2017
Q3 | $698K | Buy |
+6,206
| New | +$698K | 0.05% | 144 |
|