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CAPTRUST FINANCIAL ADVISORS: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on JCPB, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,568,916 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,568,916 shares
    Change vs previous 13F +78,632 shares

    0.11% of the 13F portfolio, value $73,644,921.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,490,284 shares
    Change vs previous 13F +153,288 shares

    0.12% of the 13F portfolio, value $70,161,651.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,336,996 shares
    Change vs previous 13F +24,003 shares

    0.12% of the 13F portfolio, value $63,306,764.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,312,993 shares
    Change vs previous 13F +67,551 shares

    0.13% of the 13F portfolio, value $62,432,841.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,245,442 shares
    Change vs previous 13F +81,168 shares

    0.13% of the 13F portfolio, value $58,610,493.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,164,274 shares
    Change vs previous 13F +88,398 shares

    0.14% of the 13F portfolio, value $54,767,462.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,075,876 shares
    Change vs previous 13F -8,147 shares

    0.14% of the 13F portfolio, value $49,565,627.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,084,023 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $52,293,287.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).