5 T Wealth, LLC J P Morgan ETF Tr U S Momentum Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, 5 T Wealth, LLC holds 9,728 shares of JMOM stock, worth $597,688. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,728

Holding current value

$597,688

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$56.7 - $62.15 $551,577 - $604,595	9,728 New	9,728 $567 Million

Others Institutions Holding JMOM

# of Institutions

Shares Held

17.7M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$591 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$245 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.7 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.7 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26 Million
4.37% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

More about JMOM

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