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

Detalus Advisors, LLC

$320 Million
Q2 2025

A detailed history of Detalus Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Detalus Advisors, LLC holds 3,938 shares of JMOM stock, worth $264,476. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,938

Holding current value

$264,476

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$50.29 - $64.29 $198,042 - $253,174	3,938 New	3,938 $253,000

Others Institutions Holding JMOM

# of Institutions

124

Shares Held

22M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$779 Million
1.34% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.29M
Shares

$288 Million
3.35% of portfolio
Equitable Holdings, Inc. New York, NY

923K
Shares

$62 Million
0.52% of portfolio
Lpl Financial LLC Fort Mill, SC

607K
Shares

$40.8 Million
0.01% of portfolio
Shore Point Advisors, LLC

497K
Shares

$33.4 Million
15.78% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

More about JMOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Detalus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Detalus Advisors, LLC with notifications on news.

Account

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