Assetmark, Inc J P Morgan ETF Tr U S Momentum Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Assetmark, Inc holds 562 shares of JMOM stock, worth $34,208. This represents 0.0% of its overall portfolio holdings.

Number of Shares

562

Previous 562 -0.0%

Holding current value

$34,208

Previous $32,000 3.13%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$50.77 - $57.17 $28,532 - $32,129	562 New	562 $32,000

Others Institutions Holding JMOM

# of Institutions

114

Shares Held

21M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$708 Million
1.34% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.14M
Shares

$252 Million
3.04% of portfolio
Equitable Holdings, Inc. New York, NY

841K
Shares

$51.2 Million
0.47% of portfolio
Shore Point Advisors, LLC

498K
Shares

$30.3 Million
15.71% of portfolio
Jpmorgan Chase & CO New York, NY

455K
Shares

$27.7 Million
0.0% of portfolio

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About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

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