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CAPTRUST FINANCIAL ADVISORS: JPM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,342,164 JPM 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 1,342,164 shares
    Change vs previous 13F +152,012 shares

    0.67% of the 13F portfolio, value $439,330,432.

    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 1,190,152 shares
    Change vs previous 13F +314,872 shares

    0.61% of the 13F portfolio, value $350,063,625.

    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 875,280 shares
    Change vs previous 13F +3,771 shares

    0.54% of the 13F portfolio, value $282,032,748.

    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 871,509 shares
    Change vs previous 13F +10,947 shares

    0.56% of the 13F portfolio, value $274,900,078.

    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 860,562 shares
    Change vs previous 13F +2,407 shares

    0.56% of the 13F portfolio, value $249,485,647.

    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 858,155 shares
    Change vs previous 13F +102,501 shares

    0.53% of the 13F portfolio, value $210,505,385.

    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 755,654 shares
    Change vs previous 13F +21,279 shares

    0.52% of the 13F portfolio, value $181,137,922.

    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 734,375 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $154,850,274.

    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).