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

Cassia Capital Partners, LLC

$166 Million
Q2 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 133,948 shares of JMOM stock, worth $8.54 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares

133,948

Previous 136,989 2.22%

Holding current value

$8.54 Million

Previous $7.72 Million 11.54%

% of portfolio

5.18%

Previous 4.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

117

Shares Held

20.9M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

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