Snider Financial Group J P Morgan ETF Tr U S Momentum Transaction History

Snider Financial Group

$305 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$35.14 - $44.39 $208,169 - $262,966	-5,924 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$40.23 - $48.01 $238,322 - $284,411	5,924 New	5,924 $261,000

Others Institutions Holding JMOM

# of Institutions

114

Shares Held

21M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$717 Million
1.34% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.14M
Shares

$255 Million
3.04% of portfolio
Equitable Holdings, Inc. New York, NY

841K
Shares

$51.9 Million
0.47% of portfolio
Shore Point Advisors, LLC

498K
Shares

$30.7 Million
15.71% of portfolio
Jpmorgan Chase & CO New York, NY

455K
Shares

$28.1 Million
0.0% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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