Ballentine Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History

Ballentine Partners, LLC

$5.74 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$56.7 - $62.15 $913,663 - $1 Million	16,114 New	16,114 $938,000

Others Institutions Holding JMOM

# of Institutions

113

Shares Held

21M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$697 Million
1.34% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.14M
Shares

$248 Million
3.04% of portfolio
Equitable Holdings, Inc. New York, NY

841K
Shares

$50.4 Million
0.47% of portfolio
Shore Point Advisors, LLC

498K
Shares

$29.9 Million
15.71% of portfolio
Jpmorgan Chase & CO New York, NY

455K
Shares

$27.3 Million
0.0% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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