Palumbo Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History
Palumbo Wealth Management LLC
- $308 Million
- Q2 2025
A detailed history of Palumbo Wealth Management LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 15,279 shares of JMOM stock, worth $1.03 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
15,279
Previous 13,068
16.92%
Holding current value
$1.03 Million
Previous $736,000
33.42%
% of portfolio
0.32%
Previous 0.25%
Shares
7 transactions
Others Institutions Holding JMOM
# of Institutions
125Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$782 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.3MShares$290 Million3.33% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$62.2 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$40.9 Million0.01% of portfolio
-
Shore Point Advisors, LLC498KShares$33.6 Million16.23% of portfolio