Clear Point Advisors Inc. J P Morgan Exchange Traded Fd Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$45.27 - $46.67 $4,527 - $4,667	100 Added 200.0%	150 $6.95 Million
Q4 2023 May 15, 2024	BUY	$43.49 - $47.47 $2,174 - $2,373	50 New	50 $2.35 Million

Others Institutions Holding JCPB

# of Institutions

337

Shares Held

91.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

8.35M
Shares

$391 Million
0.03% of portfolio
Legacy Wealth Management, Inc

3.18M
Shares

$149 Million
9.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.1M
Shares

$145 Million
0.05% of portfolio
Jpmorgan Chase & CO New York, NY

3.1M
Shares

$145 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.08M
Shares

$97.5 Million
0.14% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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