Captrust Financial Advisors J P Morgan ETF Tr U S Momentum Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 17, 2020	BUY	$31.23 - $36.27 $1,342 - $1,559	43 New	43 $2,000

Others Institutions Holding JMOM

# of Institutions

86

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$586 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$243 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.3 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.4 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$25.8 Million
4.37% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
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