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%
Shares
9 transactions
Others Institutions Holding JIRE
# of Institutions
247Shares Held
102MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.63 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$302 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$154 Million0.04% of portfolio
-
Assetmark, Inc1.7MShares$127 Million0.29% of portfolio
-
Bogart Wealth, LLC1.62MShares$121 Million4.94% of portfolio