Magnolia Capital Advisors LLC J P Morgan ETF Tr U S Momentum Transaction History

Magnolia Capital Advisors LLC

$378 Million
Q2 2025

A detailed history of Magnolia Capital Advisors LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 120,209 shares of JMOM stock, worth $7.8 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

120,209

Previous 142,161 15.44%

Holding current value

$7.8 Million

Previous $8.01 Million 3.54%

% of portfolio

2.04%

Previous 2.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$50.29 - $64.29 $1.1 Million - $1.41 Million	-21,952 Reduced 15.44%	120,209 $7.73 Million
Q1 2025 May 13, 2025	BUY	$55.12 - $62.6 $1.12 Million - $1.28 Million	20,385 Added 16.74%	142,161 $8.01 Million
Q4 2024 May 13, 2025	BUY	$56.7 - $62.15 $6.9 Million - $7.57 Million	121,776 New	121,776 $7.1 Million
Q2 2024 Aug 15, 2024	BUY	$49.47 - $54.06 $61,788 - $67,520	1,249 Added 1.37%	92,629 $4.96 Million
Q1 2024 May 02, 2024	BUY	$44.81 - $52.76 $24,062 - $28,332	537 Added 0.59%	91,380 $4.81 Million
Q4 2023 Feb 02, 2024	BUY	$39.33 - $45.92 $3.57 Million - $4.17 Million	90,843 New	90,843 $4.15 Million

Others Institutions Holding JMOM

# of Institutions

125

Shares Held

22M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
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Magnolia Capital Advisors LLC J P Morgan ETF Tr U S Momentum Transaction History