Cetera Advisor Networks LLC J P Morgan ETF Tr U S Momentum Transaction History

Cetera Advisor Networks LLC

$0
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$44.81 - $52.76 $29,305 - $34,505	654 Added 1.78%	37,452 $1.97 Million
Q4 2023 Feb 13, 2024	SELL	$39.33 - $45.92 $29,261 - $34,164	-744 Reduced 1.98%	36,798 $1.68 Million
Q3 2023 Nov 14, 2023	BUY	$40.79 - $43.57 $5,873 - $6,274	144 Added 0.39%	37,542 $1.54 Million
Q2 2023 Aug 09, 2023	BUY	$38.53 - $42.37 $28,704 - $31,565	745 Added 2.03%	37,398 $1.58 Million
Q1 2023 May 15, 2023	BUY	$37.26 - $40.32 $195,093 - $211,115	5,236 Added 16.67%	36,653 $1.45 Million
Q4 2022 Feb 14, 2023	BUY	$34.97 - $40.33 $468,248 - $540,018	13,390 Added 74.28%	31,417 $1.18 Million
Q3 2022 Nov 10, 2022	BUY	$35.18 - $42.0 $428,281 - $511,308	12,174 Added 208.0%	18,027 $634,000
Q2 2022 Aug 11, 2022	BUY	$35.14 - $44.39 $205,674 - $259,814	5,853 New	5,853 $213,000

Others Institutions Holding JMOM

# of Institutions

83

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$576 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$191 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$48.4 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$30.1 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25.3 Million
4.2% of portfolio

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