Ever Source Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 378 shares of JMOM stock, worth $25,386. This represents 0.0% of its overall portfolio holdings.
Number of Shares
378
Previous 395
4.3%
Holding current value
$25,386
Previous $22,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding JMOM
# of Institutions
123Shares 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, LLC498KShares$33.5 Million16.23% of portfolio