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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 (JPEF) 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
2025-09-30 $214k 2.9k 74.09
2025-06-30 $285k 4.1k 70.14
2025-03-31 $238k 3.7k 63.66

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View all positions for Captrust Financial Advisors

Top funds holding J P Morgan Exchange Traded F

Raymond James Financial
LPL Financial
Mml Investors Services
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
Beaumont Financial Advisors
Jones Financial Companies, L.L
Balance Wealth
Leverty Financial Group
Stratos Wealth Partners
Janney Montgomery Scott
H D Vest Advisory Services
MONECO Advisors
Royal Bank of Canada

View all funds holding J P Morgan Exchange Traded F