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

Castleview Partners, LLC

$151 Million
Q4 2024

A detailed history of Castleview Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Castleview Partners, LLC holds 1,082 shares of JMOM stock, worth $66,478. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,082

Holding current value

$66,478

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$56.7 - $62.15 $61,349 - $67,246	1,082 New	1,082 $63,000

Others Institutions Holding JMOM

# of Institutions

Shares Held

17.7M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$591 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$245 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.7 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.7 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26 Million
4.37% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

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