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

Assetmark, Inc

$34.9 Billion
Q3 2024

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 $34,529. This represents 0.0% of its overall portfolio holdings.

Number of Shares

562

Holding current value

$34,529

% of portfolio

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

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account