Great Valley Advisor Group, Inc. J P Morgan ETF Tr U S Momentum Transaction History

Great Valley Advisor Group, Inc.

$4.13 Billion
Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 5,318 shares of JMOM stock, worth $323,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,318

Previous 5,571 4.54%

Holding current value

$323,706

Previous $324,000 7.72%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$55.12 - $62.6 $13,945 - $15,837	-253 Reduced 4.54%	5,318 $299,000
Q4 2024 Feb 24, 2025	SELL	$56.7 - $62.15 $19,674 - $21,566	-347 Reduced 5.86%	5,571 $324,000
Q3 2024 Nov 12, 2024	SELL	$50.77 - $57.17 $4.03 Million - $4.54 Million	-79,331 Reduced 93.06%	5,918 $338,000
Q2 2024 Jul 16, 2024	BUY	$49.47 - $54.06 $647,859 - $707,969	13,096 Added 18.15%	85,249 $4.57 Million
Q1 2024 May 03, 2024	BUY	$44.81 - $52.76 $938,859 - $1.11 Million	20,952 Added 40.92%	72,153 $3.8 Million
Q4 2023 Feb 05, 2024	BUY	$39.33 - $45.92 $883,076 - $1.03 Million	22,453 Added 78.1%	51,201 $2.34 Million
Q3 2023 Nov 06, 2023	BUY	$40.79 - $43.57 $862,545 - $921,331	21,146 Added 278.16%	28,748 $1.18 Million
Q2 2023 Aug 10, 2023	BUY	$38.53 - $42.37 $292,905 - $322,096	7,602 New	7,602 $322,000

Others Institutions Holding JMOM

# of Institutions

114

Shares Held

21M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

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Great Valley Advisor Group, Inc. J P Morgan ETF Tr U S Momentum Transaction History