Kestra Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History

Kestra Advisory Services, LLC

$17.2 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$39.33 - $45.92 $430,545 - $502,686	10,947 New	10,947 $500,000
Q1 2023 May 12, 2023	BUY	$37.26 - $40.32 $384,336 - $415,900	10,315 New	10,315 $409,000

Others Institutions Holding JMOM

# of Institutions

93

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$597 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$248 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

901K
Shares

$55.9 Million
0.52% of portfolio
Shore Point Advisors, LLC

499K
Shares

$31 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26.3 Million
4.37% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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