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J P Morgan Exchange Traded F shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $707k 11k 62.62
2023-12-31 $751k 13k 58.44
2023-09-30 $866k 16k 54.37
2023-06-30 $1.0M 18k 57.13
2023-03-31 $302k 5.5k 55.07

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Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
FMR
LPL Financial
Assetmark
Commonwealth Equity Services
CWM
Bogart Wealth
Janney Montgomery Scott
Great Valley Advisor Group
Envestnet Asset Management
Family Investment Center
Advisor Group Holdings
Vestor Capital Corp
Elk River Wealth Management
Wealth Alliance Advisory Group

View all funds holding J P Morgan Exchange Traded F