Integrated Wealth Concepts LLC J P Morgan ETF Tr U S Momentum Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,093 shares of JMOM stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,093
Previous 193,789 91.7%
Holding current value
$1.09 Million
Previous $12.5 Million 91.23%
% of portfolio
0.01%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$63.74 - $68.36 $11.3 Million - $12.1 Million
-177,696 Reduced 91.7%
16,093 $1.09 Million
Q2 2025

Aug 14, 2025
BUY
$50.29 - $64.29 $345,844 - $442,122
6,877 Added 3.68%
193,789 $12.5 Million
Q1 2025

May 15, 2025
BUY
$55.12 - $62.6 $676,598 - $768,415
12,275 Added 7.03%
186,912 $10.5 Million
Q4 2024

Feb 14, 2025
BUY
$56.7 - $62.15 $9.57 Million - $10.5 Million
168,780 Added 2881.68%
174,637 $10.2 Million
Q3 2024

Nov 14, 2024
BUY
$50.77 - $57.17 $297,359 - $334,844
5,857 New
5,857 $334,000

Others Institutions Holding JMOM

# of Institutions
131
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S MOMENTUM

JMOM Quotes by TradingView
  • Ticker JMOM
  • Sector ETFs
  • Industry ETFs
More about JMOM
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