Klaas Financial Asset Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Klaas Financial Asset Advisors, LLC
- $577 Million
- Q1 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 424,656 shares of JMOM stock, worth $25.6 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
424,656
Previous 423,844
0.19%
Holding current value
$25.6 Million
Previous $24.7 Million
3.09%
% of portfolio
4.15%
Previous 4.37%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
113Shares Held
21MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$701 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.14MShares$249 Million3.04% of portfolio
-
Equitable Holdings, Inc. New York, NY841KShares$50.7 Million0.47% of portfolio
-
Shore Point Advisors, LLC498KShares$30 Million15.71% of portfolio
-
Jpmorgan Chase & CO New York, NY455KShares$27.4 Million0.0% of portfolio