Geo Wealth Management, LLC J P Morgan ETF Tr U S Momentum Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$571 Million1.24% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$189 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$48 Million0.47% of portfolio
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Shore Point Advisors, LLC502KShares$29.8 Million15.89% of portfolio
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Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$25 Million4.2% of portfolio