Clear Point Advisors Inc. Jpmorgan Diversified Return Us Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 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 9,456 shares of JPUS stock, worth $1.12 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
9,456
Previous 9,560
1.09%
Holding current value
$1.12 Million
Previous $1.04 Billion
8.41%
% of portfolio
0.87%
Previous 0.86%
Shares
4 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
2.98MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.3 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.7 Million2.38% of portfolio
-
Modera Wealth Management, LLC320KShares$38 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$25.3 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$25.1 Million0.0% of portfolio