Arq Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 171,997 shares of JMOM stock, worth $11.2 Million. This represents 3.69% of its overall portfolio holdings.

Number of Shares

171,997

Previous 178,109 3.43%

Holding current value

$11.2 Million

Previous $10.4 Million 6.6%

% of portfolio

3.69%

Previous 4.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$55.12 - $62.6 $336,893 - $382,611	-6,112 Reduced 3.43%	171,997 $9.69 Million
Q4 2024 Feb 19, 2025	SELL	$56.7 - $62.15 $21,149 - $23,181	-373 Reduced 0.21%	178,109 $10.4 Million
Q3 2024 Nov 05, 2024	BUY	$50.77 - $57.17 $185,259 - $208,613	3,649 Added 2.09%	178,482 $10.2 Million
Q2 2024 Aug 02, 2024	BUY	$49.47 - $54.06 $201,689 - $220,402	4,077 Added 2.39%	174,833 $9.37 Million
Q1 2024 May 23, 2024	BUY	$44.81 - $52.76 $7.65 Million - $9.01 Million	170,756 New	170,756 $9 Million

Others Institutions Holding JMOM

# of Institutions

126

Shares Held

22M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

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Arq Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History