Captrust Financial Advisors / JPM
Captrust Financial Advisors’s Jpmorgan Chase & Co Position
Does Captrust Financial Advisors own Jpmorgan Chase & Co (JPM)? Yes — 1.19M shares worth $350M (+0.61% of its 13F portfolio) as of Q1 2026, up from 875.3K shares the prior filed quarter.
Position Value
$350M
Q1 2026
Shares
1.19M
% of Portfolio
+0.61%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.19M | $350M | +0.61% |
| Q4 2025 | 875.3K | $282M | +0.54% |
| Q3 2025 | 871.5K | $275M | +0.56% |
| Q2 2025 | 860.6K | $249M | +0.56% |
| Q1 2025 | 858.2K | $211M | +0.53% |
| Q4 2024 | 755.7K | $181M | +0.52% |
| Q3 2024 | 734.4K | $155M | +0.46% |
| Q2 2024 | 722.0K | $146M | +0.47% |
| Q1 2024 | 721.8K | $145M | +0.53% |
| Q4 2023 | 826.9K | $141M | +0.48% |
| Q3 2023 | 746.0K | $108M | +0.41% |
| Q2 2023 | 724.6K | $105M | +0.42% |
| Q1 2023 | 712.7K | $93M | +0.41% |
| Q4 2022 | 664.3K | $89M | +0.45% |
| Q3 2022 | 659.0K | $69M | +0.40% |
| Q2 2022 | 526.2K | $59M | +0.38% |
| Q1 2022 | 447.3K | $61M | +0.39% |
| Q4 2021 | 443.6K | $70M | +0.48% |
| Q3 2021 | 413.6K | $68M | +0.56% |
| Q2 2021 | 373.9K | $58M | +0.54% |
| Q1 2021 | 371.4K | $57M | +0.61% |
| Q4 2020 | 328.2K | $42M | +0.55% |
| Q3 2020 | 385.2K | $37M | +0.62% |
| Q2 2020 | 430.5K | $40M | +0.66% |
| Q1 2020 | 360.6K | $30M | +0.67% |
| Q4 2019 | 341.6K | $48M | +0.76% |
| Q3 2019 | 188.8K | $22M | +0.78% |
| Q2 2019 | 188.6K | $21M | +0.78% |
| Q1 2019 | 146.3K | $15M | +0.60% |
| Q4 2018 | 82.2K | $8M | +0.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Captrust Financial Advisors’s full portfolio or all institutional holders of JPM.