Klaas Financial Asset Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Klaas Financial Asset Advisors, LLC
- $626 Million
- Q2 2025
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 431,803 shares of JMOM stock, worth $29.1 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
431,803
Previous 424,656
1.68%
Holding current value
$29.1 Million
Previous $23.9 Million
15.99%
% of portfolio
4.43%
Previous 4.15%
Shares
5 transactions
Others Institutions Holding JMOM
# of Institutions
131Shares Held
21.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.9MShares$803 Million1.32% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.29MShares$289 Million3.35% of portfolio
-
Equitable Holdings, Inc. New York, NY997KShares$67.3 Million0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY531KShares$35.8 Million0.0% of portfolio
-
Shore Point Advisors, LLC497KShares$33.5 Million15.78% of portfolio