Prospera Financial Services Inc J P Morgan ETF Tr U S Momentum Transaction History

Prospera Financial Services Inc

$3.82 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	SELL	$34.97 - $40.33 $124,003 - $143,010	-3,546 Reduced 27.87%	9,178 $345,000
Q3 2022 Oct 27, 2022	SELL	$35.18 - $42.0 $12,594 - $15,036	-358 Reduced 2.74%	12,724 $448,000
Q2 2022 Aug 08, 2022	BUY	$35.14 - $44.39 $10,717 - $13,538	305 Added 2.39%	13,082 $475,000
Q1 2022 May 04, 2022	SELL	$40.23 - $48.01 $20,235 - $24,149	-503 Reduced 3.79%	12,777 $563,000
Q4 2021 Feb 10, 2022	SELL	$43.48 - $49.19 $24,000 - $27,152	-552 Reduced 3.99%	13,280 $641,000
Q3 2021 Nov 12, 2021	BUY	$42.79 - $46.65 $10,269 - $11,196	240 Added 1.77%	13,832 $607,000
Q2 2021 Aug 12, 2021	SELL	$39.28 - $43.72 $39,083 - $43,501	-995 Reduced 6.82%	13,592 $592,000
Q1 2021 May 06, 2021	BUY	$37.21 - $41.78 $542,782 - $609,444	14,587 New	14,587 $574,000

Others Institutions Holding JMOM

# of Institutions

83

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$576 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$191 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$48.4 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$30.1 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25.3 Million
4.2% of portfolio

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