Cliftonlarsonallen Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.95 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
386Shares Held
127MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$378 Million0.03% of portfolio
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Hb Wealth Management, LLC7.77MShares$364 Million2.98% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.84MShares$180 Million0.07% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$163 Million0.01% of portfolio
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Legacy Wealth Management, Inc3.31MShares$156 Million9.71% of portfolio