Coastal Investment Advisors, Inc. J P Morgan ETF Tr U S Momentum Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$35.18 - $42.0 $29,903 - $35,700	850 New	850 $30,000

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

$586 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$195 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.3 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$30.6 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25.7 Million
4.2% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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