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CAPTRUST FINANCIAL ADVISORS: JPST position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,104,176 JPST 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 1,104,176 shares
    Change vs previous 13F +40,466 shares

    0.09% of the 13F portfolio, value $55,838,203.

    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 1,063,710 shares
    Change vs previous 13F -120,653 shares

    0.09% of the 13F portfolio, value $53,834,126.

    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 1,184,363 shares
    Change vs previous 13F +226,236 shares

    0.11% of the 13F portfolio, value $59,916,912.

    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 958,127 shares
    Change vs previous 13F +51,717 shares

    0.1% of the 13F portfolio, value $48,605,792.

    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 906,410 shares
    Change vs previous 13F +267,333 shares

    0.1% of the 13F portfolio, value $45,936,871.

    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 639,077 shares
    Change vs previous 13F +10,503 shares

    0.08% of the 13F portfolio, value $32,356,461.

    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 628,574 shares
    Change vs previous 13F -97,278 shares

    0.09% of the 13F portfolio, value $31,661,268.

    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 725,852 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $36,829,750.

    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).