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 $65,644. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,082

Holding current value

$65,644

% 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

16.9M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$584 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$194 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.1 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.3 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25.6 Million
4.2% of portfolio

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

News

Stay updated on Castleview Partners, LLC with notifications on news.

Account

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