Klaas Financial Asset Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Klaas Financial Asset Advisors, LLC
- $565 Million
- Q4 2024
A detailed history of Klaas Financial Asset Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 423,844 shares of JMOM stock, worth $26.5 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
423,844
Previous 421,883
0.46%
Holding current value
$26.5 Million
Previous $24.1 Million
2.47%
% of portfolio
4.37%
Previous 4.2%
Shares
3 transactions
Others Institutions Holding JMOM
# of Institutions
96Shares Held
18.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$601 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$249 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$56.3 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$31.2 Million16.23% of portfolio
-
Jpmorgan Chase & CO New York, NY266KShares$16.6 Million0.0% of portfolio