Cliftonlarsonallen Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
422Shares Held
148MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
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Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
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Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
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Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio