Clearstead Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$35.14 - $44.39 $59,281 - $74,885	-1,687 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$42.79 - $46.65 $72,186 - $78,698	1,687 New	1,687 $74,000

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

$571 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$189 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$48 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$29.8 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25 Million
4.2% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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