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

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 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 551,912 shares of JIRE stock, worth $41.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

551,912

Previous 485,913 13.58%

Holding current value

$41.1 Million

Previous $34.4 Million 18.03%

% of portfolio

0.64%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$69.02 - $73.57 $4.56 Million - $4.86 Million	65,999 Added 13.58%	551,912 $40.6 Million
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

247

Shares Held

102M

Call Options Held

Put Options Held

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About J P MORGAN EXCHG-TRADED FD TR

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