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

Cassia Capital Partners, LLC

$157 Million
Q4 2024

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 139,064 shares of JMOM stock, worth $7.95 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

139,064

Previous 141,167 1.49%

Holding current value

$7.95 Million

Previous $8.06 Million 0.48%

% of portfolio

5.17%

Previous 5.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S MOMENTUM

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