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

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 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 186,912 shares of JMOM stock, worth $10.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
186,912
Previous 174,637 7.03%
Holding current value
$10.7 Million
Previous $10.2 Million 3.52%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
112
Shares Held
20.9M
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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