Ownership history in Capital Analysts, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,446,055 | +58,461 | +4.2% | 2.08% | $68.5M | $46.97 |
| 2025 Q3 | ADDED | 1,387,594 | +137,592 | +11.0% | 1.93% | $66.0M | $46.41 |
| 2025 Q2 | ADDED | 1,250,002 | +149,403 | +13.6% | 1.96% | $58.8M | $45.37 |
| 2025 Q1 | ADDED | 1,100,599 | +481,451 | +77.8% | 1.93% | $51.8M | $44.78 |
| 2024 Q4 | ADDED | 619,148 | +54,139 | +9.6% | 1.15% | $28.5M | $43.50 |
| 2024 Q3 | ADDED | 565,009 | +26,361 | +4.9% | 1.11% | $27.3M | $44.79 |
| 2024 Q2 | ADDED | 538,648 | +13,998 | +2.7% | 1.10% | $25.0M | $42.47 |
| 2024 Q1 | ADDED | 524,650 | +15,337 | +3.0% | 1.14% | $24.5M | $42.21 |
| 2023 Q4 | ADDED | 509,313 | +3,612 | +0.7% | 1.21% | $24.0M | $42.25 |
| 2023 Q3 | ADDED | 505,701 | +324,921 | +179.7% | 1.26% | $22.6M | $39.46 |
As of 2025 Q4 — sorted by position size