Cliftonlarsonallen Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $6.31 Billion
- Q3 2025
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 406,685 shares of JPST stock, worth $20.6 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
406,685
Previous 383,556
6.03%
Holding current value
$20.6 Million
Previous $19.4 Million
6.14%
% of portfolio
0.33%
Previous 0.33%
Shares
23 transactions
Others Institutions Holding JPST
# of Institutions
1,231Shares Held
454MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY100MShares$5.08 Billion0.4% of portfolio
-
Morgan Stanley New York, NY60.5MShares$3.07 Billion0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$858 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$827 Million0.06% of portfolio
-
Betterment LLC New York, NY11.3MShares$573 Million1.22% of portfolio