Clear Point Advisors Inc. Jpmorgan Diversified Return Us Transaction History
Clear Point Advisors Inc.
- $122 Billion
- Q2 2024
A detailed history of Clear Point Advisors Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Clear Point Advisors Inc. holds 9,560 shares of JPUS stock, worth $1.13 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
9,560
Previous 10,017
4.56%
Holding current value
$1.13 Million
Previous $1.12 Billion
6.96%
% of portfolio
0.86%
Previous 0.92%
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$55 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37.8 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC234KShares$27.6 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC214KShares$25.3 Million0.08% of portfolio