Cypress Wealth Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,148 shares of JMOM stock, worth $412,899. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,148
Previous 6,151
0.05%
Holding current value
$412,899
Previous $395,000
5.57%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding JMOM
# of Institutions
124Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$779 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.29MShares$288 Million3.35% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$62 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$40.8 Million0.01% of portfolio
-
Shore Point Advisors, LLC497KShares$33.4 Million15.78% of portfolio