Castleview Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Castleview Partners, LLC
- $145 Million
- Q4 2025
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 4,785 shares of JMOM stock, worth $322,939. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,785
Previous 4,526
5.72%
Holding current value
$322,939
Previous $307,000
4.89%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
131Shares Held
22.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC12.2MShares$827 Million1.26% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.68MShares$316 Million3.66% of portfolio
-
Equitable Holdings, Inc. New York, NY997KShares$67.3 Million0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY531KShares$35.8 Million0.0% of portfolio
-
Shore Point Advisors, LLC497KShares$33.5 Million15.78% of portfolio