Cliftonlarsonallen Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 485,913 shares of JIRE stock, worth $34.8 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
485,913
Previous 421,219 15.36%
Holding current value
$34.8 Million
Previous $26.8 Million 28.12%
% of portfolio
0.58%
Previous 0.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$56.88 - $70.77 $3.68 Million - $4.58 Million
64,694 Added 15.36%
485,913 $34.4 Million
Q1 2025

Apr 16, 2025
BUY
$58.04 - $65.84 $6.25 Million - $7.09 Million
107,692 Added 34.35%
421,219 $26.8 Million
Q4 2024

Jan 14, 2025
BUY
$58.46 - $65.6 $2.01 Million - $2.25 Million
34,300 Added 12.28%
313,527 $18.3 Million
Q3 2024

Oct 11, 2024
BUY
$60.25 - $66.85 $1.71 Million - $1.89 Million
28,328 Added 11.29%
279,227 $18.4 Million
Q2 2024

Jul 11, 2024
BUY
$59.87 - $64.55 $1.29 Million - $1.39 Million
21,596 Added 9.42%
250,899 $15.7 Million
Q1 2024

May 02, 2024
BUY
$56.8 - $62.88 $4.08 Million - $4.51 Million
71,768 Added 45.56%
229,303 $14.4 Million
Q4 2023

Jan 16, 2024
BUY
$52.16 - $59.25 $4.59 Million - $5.22 Million
88,092 Added 126.86%
157,535 $9.21 Million
Q3 2023

Oct 13, 2023
BUY
$54.17 - $58.66 $3.76 Million - $4.07 Million
69,443 New
69,443 $3.78 Million

Others Institutions Holding JIRE

# of Institutions
213
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

JIRE Quotes by TradingView
  • Ticker JIRE
  • Sector ETFs
  • Industry ETFs
More about JIRE
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