Able Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History
Able Wealth Management LLC
- $266 Billion
- Q3 2025
A detailed history of Able Wealth Management LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Able Wealth Management LLC holds 10,333 shares of JMOM stock, worth $702,850. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,333
Previous 15,781
34.52%
Holding current value
$702,850
Previous $1.01 Billion
30.84%
% of portfolio
0.26%
Previous 0.51%
Shares
8 transactions
Others Institutions Holding JMOM
# of Institutions
126Shares Held
22.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.9MShares$809 Million1.32% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.29MShares$292 Million3.35% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$62.8 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$41.3 Million0.01% of portfolio
-
Shore Point Advisors, LLC497KShares$33.8 Million15.78% of portfolio