Burk Holdings LLC J P Morgan ETF Tr U S Momentum Transaction History

Burk Holdings LLC

$187 Billion
Q3 2025

A detailed history of Burk Holdings LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Burk Holdings LLC holds 3,770 shares of JMOM stock, worth $254,437. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,770

Holding current value

$254,437

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$63.74 - $68.36 $240,299 - $257,717	3,770 New	3,770 $256 Million

Others Institutions Holding JMOM

# of Institutions

131

Shares Held

21.8M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

11.9M
Shares

$803 Million
1.32% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.29M
Shares

$289 Million
3.35% of portfolio
Equitable Holdings, Inc. New York, NY

997K
Shares

$67.3 Million
0.53% of portfolio
Jpmorgan Chase & CO New York, NY

531K
Shares

$35.8 Million
0.0% of portfolio
Shore Point Advisors, LLC

497K
Shares

$33.5 Million
15.78% of portfolio

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About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
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