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 $28 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
431,803
Previous 424,656
1.68%
Holding current value
$28 Million
Previous $23.9 Million
15.99%
% of portfolio
4.43%
Previous 4.15%
Shares
5 transactions
Others Institutions Holding JMOM
# of Institutions
125Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$752 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.3MShares$279 Million3.33% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$59.9 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$39.4 Million0.01% of portfolio
-
Shore Point Advisors, LLC498KShares$32.3 Million16.23% of portfolio