Lpl Financial LLC J P Morgan ETF Tr U S Momentum Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Lpl Financial LLC holds 241,063 shares of JMOM stock, worth $15.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

241,063

Previous 218,487 10.33%

Holding current value

$15.1 Million

Previous $12.5 Million 12.53%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$56.7 - $62.15 $1.28 Million - $1.4 Million	22,576 Added 10.33%	241,063 $14 Million
Q3 2024 Nov 08, 2024	BUY	$50.77 - $57.17 $955,186 - $1.08 Million	18,814 Added 9.42%	218,487 $12.5 Million
Q2 2024 Aug 07, 2024	SELL	$49.47 - $54.06 $710,587 - $776,517	-14,364 Reduced 6.71%	199,673 $10.7 Million
Q1 2024 May 10, 2024	BUY	$44.81 - $52.76 $501,468 - $590,437	11,191 Added 5.52%	214,037 $11.3 Million
Q4 2023 Feb 14, 2024	BUY	$39.33 - $45.92 $406,593 - $474,720	10,338 Added 5.37%	202,846 $9.27 Million
Q3 2023 Nov 13, 2023	BUY	$40.79 - $43.57 $4.98 Million - $5.32 Million	122,059 Added 173.26%	192,508 $7.9 Million
Q2 2023 Jul 31, 2023	BUY	$38.53 - $42.37 $651,696 - $716,646	16,914 Added 31.59%	70,449 $2.98 Million
Q1 2023 May 10, 2023	BUY	$37.26 - $40.32 $1.18 Million - $1.28 Million	31,698 Added 145.16%	53,535 $2.12 Million
Q4 2022 Feb 07, 2023	SELL	$34.97 - $40.33 $407,260 - $469,683	-11,646 Reduced 34.78%	21,837 $823,000
Q3 2022 Nov 14, 2022	BUY	$35.18 - $42.0 $9,955 - $11,886	283 Added 0.85%	33,483 $1.18 Million
Q2 2022 Aug 12, 2022	SELL	$35.14 - $44.39 $173,240 - $218,842	-4,930 Reduced 12.93%	33,200 $1.21 Million
Q1 2022 May 16, 2022	BUY	$40.23 - $48.01 $476,041 - $568,102	11,833 Added 45.0%	38,130 $1.68 Million
Q4 2021 Feb 14, 2022	BUY	$43.48 - $49.19 $350,579 - $396,618	8,063 Added 44.22%	26,297 $1.27 Million
Q3 2021 Nov 15, 2021	BUY	$42.79 - $46.65 $412,110 - $449,286	9,631 Added 111.95%	18,234 $800,000
Q2 2021 Aug 13, 2021	SELL	$39.28 - $43.72 $11,509 - $12,809	-293 Reduced 3.29%	8,603 $375,000
Q1 2021 May 14, 2021	BUY	$37.21 - $41.78 $331,020 - $371,674	8,896 New	8,896 $350,000
Q1 2020 May 14, 2020	SELL	$21.57 - $32.83 $910,081 - $1.39 Million	-42,192 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$28.12 - $30.55 $89,899 - $97,668	3,197 Added 8.2%	42,192 $1.28 Million
Q3 2019 Nov 13, 2019	BUY	$28.06 - $29.79 $1.09 Million - $1.16 Million	38,995 New	38,995 $1.13 Million

Others Institutions Holding JMOM

# of Institutions

Shares Held

18.3M

Call Options Held

Put Options Held

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Lpl Financial LLC J P Morgan ETF Tr U S Momentum Transaction History