Clear Point Advisors Inc. Jpmorgan Diversified Return Us Transaction History
Clear Point Advisors Inc.
- $111 Billion
- Q1 2025
A detailed history of Clear Point Advisors Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Clear Point Advisors Inc. holds 8,613 shares of JPUS stock, worth $962,761. This represents 0.89% of its overall portfolio holdings.
Number of Shares
8,613
Previous 9,130
5.66%
Holding current value
$962,761
Previous $1.04 Billion
5.37%
% of portfolio
0.89%
Previous 0.89%
Shares
6 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.12MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$58.8 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA436KShares$48.7 Million2.44% of portfolio
-
Modera Wealth Management, LLC308KShares$34.4 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$29.4 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$22.9 Million0.07% of portfolio