Jacobi Capital Management LLC J P Morgan ETF Tr U S Momentum Transaction History

Jacobi Capital Management LLC

$1.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$43.48 - $49.19 $434 - $491	-10 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$33.74 - $38.98 $337 - $389	10 New	10 $0

Others Institutions Holding JMOM

# of Institutions

83

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$576 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$191 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$48.4 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$30.1 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25.3 Million
4.2% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

More about JMOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.