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

Cassia Capital Partners, LLC

$183 Million
Q3 2025

A detailed history of Cassia Capital Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 133,754 shares of JMOM stock, worth $9.03 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares

133,754

Previous 133,948 0.14%

Holding current value

$9.03 Million

Previous $8.61 Million 5.46%

% of portfolio

4.97%

Previous 5.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$63.74 - $68.36 $12,365 - $13,261	-194 Reduced 0.14%	133,754 $9.08 Million
Q2 2025 Jul 15, 2025	SELL	$50.29 - $64.29 $152,931 - $195,505	-3,041 Reduced 2.22%	133,948 $8.61 Million
Q1 2025 Apr 22, 2025	SELL	$55.12 - $62.6 $114,374 - $129,895	-2,075 Reduced 1.49%	136,989 $7.72 Million
Q4 2024 Jan 27, 2025	SELL	$56.7 - $62.15 $119,240 - $130,701	-2,103 Reduced 1.49%	139,064 $8.1 Million
Q3 2024 Oct 21, 2024	SELL	$50.77 - $57.17 $204,653 - $230,452	-4,031 Reduced 2.78%	141,167 $8.06 Million

Q2 2024 Jul 19, 2024	BUY	$49.47 - $54.06 $166,713 - $182,182	3,370 Added 2.38%	145,198 $7.78 Million
Q1 2024 Apr 22, 2024	BUY	$44.81 - $52.76 $1.68 Million - $1.98 Million	37,573 Added 36.04%	141,828 $7.47 Million
Q4 2023 Jan 29, 2024	BUY	$39.33 - $45.92 $2.52 Million - $2.94 Million	64,040 Added 159.24%	104,255 $4.77 Million
Q3 2023 Oct 16, 2023	BUY	$40.79 - $43.57 $1.64 Million - $1.75 Million	40,215 New	40,215 $1.65 Million

Others Institutions Holding JMOM

# of Institutions

131

Shares Held

21.8M

Call Options Held

Put Options Held

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 Cassia Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassia Capital Partners, LLC with notifications on news.

Account

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