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CAPTRUST FINANCIAL ADVISORS: JPUS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 234,669 JPUS 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 234,669 shares
    Change vs previous 13F +6,559 shares

    0.05% of the 13F portfolio, value $32,907,548.

    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 228,110 shares
    Change vs previous 13F +3,243 shares

    0.05% of the 13F portfolio, value $29,700,321.

    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 224,867 shares
    Change vs previous 13F +4,600 shares

    0.05% of the 13F portfolio, value $27,871,306.

    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 220,267 shares
    Change vs previous 13F +6,844 shares

    0.06% of the 13F portfolio, value $27,293,366.

    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 213,423 shares
    Change vs previous 13F +4,352 shares

    0.06% of the 13F portfolio, value $25,225,251.

    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 209,071 shares
    Change vs previous 13F +4,299 shares

    0.06% of the 13F portfolio, value $24,084,936.

    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 204,772 shares
    Change vs previous 13F -8,481 shares

    0.07% of the 13F portfolio, value $23,366,557.

    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 213,253 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $25,521,309.

    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).