Geo Wealth Management, LLC J P Morgan ETF Tr U S Momentum Transaction History
Geo Wealth Management, LLC
- $2.2 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
75Shares Held
15.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC8.84MShares$503 Million1.18% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.14MShares$178 Million2.33% of portfolio
-
Equitable Holdings, Inc. New York, NY717KShares$40.8 Million0.42% of portfolio
-
Shore Point Advisors, LLC506KShares$28.7 Million15.88% of portfolio
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Klaas Financial Asset Advisors, LLC Loves Park, IL412KShares$23.4 Million4.06% of portfolio