Cypress Wealth Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cypress Wealth Services, LLC
- $517 Million
- Q2 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 6,151 shares of JMOM stock, worth $398,953. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,151
Previous 6,106
0.74%
Holding current value
$398,953
Previous $342,000
15.5%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
126Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$752 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.3MShares$279 Million3.33% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$59.9 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$39.4 Million0.01% of portfolio
-
Shore Point Advisors, LLC498KShares$32.3 Million16.23% of portfolio