Cliftonlarsonallen Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.35 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
344Shares Held
95.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.35MShares$385 Million0.03% of portfolio
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Legacy Wealth Management, Inc3.18MShares$147 Million9.41% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.1MShares$143 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY3.1MShares$143 Million0.01% of portfolio
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Janney Montgomery Scott LLC2.25MShares$104 Million0.3% of portfolio