Ubs Group Ag J P Morgan ETF Tr U S Momentum Transaction History

Ubs Group Ag

$527 Billion
Q4 2024

A detailed history of Ubs Group Ag transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Ubs Group Ag holds 127 shares of JMOM stock, worth $7,931. This represents 0.0% of its overall portfolio holdings.

Number of Shares

127

Holding current value

$7,931

% of portfolio

0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$56.7 - $62.15 $7,200 - $7,893	127 New	127 $7,000
Q4 2023 Feb 09, 2024	SELL	$39.33 - $45.92 $53,134 - $62,037	-1,351 Reduced 83.5%	267 $12,000
Q3 2023 Nov 09, 2023	BUY	$40.79 - $43.57 $21,904 - $23,397	537 Added 49.68%	1,618 $66,000
Q2 2023 Aug 11, 2023	SELL	$38.53 - $42.37 $19,688 - $21,651	-511 Reduced 32.1%	1,081 $45,000
Q1 2023 May 12, 2023	BUY	$37.26 - $40.32 $51,418 - $55,641	1,380 Added 650.94%	1,592 $63,000
Q4 2022 Feb 08, 2023	BUY	$34.97 - $40.33 $7,413 - $8,549	212 New	212 $7,000
Q4 2021 Feb 14, 2022	SELL	$43.48 - $49.19 $81,307 - $91,985	-1,870 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$42.79 - $46.65 $80,017 - $87,235	1,870 New	1,870 $82,000
Q1 2021 May 12, 2021	SELL	$37.21 - $41.78 $18,307 - $20,555	-492 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$33.74 - $38.98 $13,496 - $15,591	-400 Reduced 44.84%	492 $19,000
Q3 2020 Nov 12, 2020	BUY	$31.23 - $36.27 $27,857 - $32,352	892 New	892 $31,000
Q4 2019 Feb 14, 2020	SELL	$28.12 - $30.55 $2,080 - $2,260	-74 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$28.06 - $29.79 $34,289 - $36,403	-1,222 Reduced 94.29%	74 $2,000
Q2 2019 Aug 14, 2019	BUY	$26.99 - $29.19 $26,396 - $28,547	978 Added 307.55%	1,296 $37,000
Q1 2019 May 14, 2019	BUY	$23.29 - $27.71 $6,474 - $7,703	278 Added 695.0%	318 $9,000
Q4 2018 Feb 14, 2019	SELL	$22.4 - $28.68 $2,665 - $3,412	-119 Reduced 74.84%	40 $1,000
Q3 2018 Nov 14, 2018	BUY	$26.78 - $28.75 $374 - $402	14 Added 9.66%	159 $5,000
Q2 2018 Aug 14, 2018	SELL	$25.25 - $27.77 $6,438 - $7,081	-255 Reduced 63.75%	145 $4,000
Q1 2018 May 15, 2018	BUY	$24.95 - $27.45 $9,980 - $10,980	400 New	400 $10,000

Others Institutions Holding JMOM

# of Institutions

Shares Held

18.3M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$601 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$249 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

901K
Shares

$56.3 Million
0.52% of portfolio
Shore Point Advisors, LLC

499K
Shares

$31.2 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26.5 Million
4.37% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

More about JMOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ubs Group Ag, based on Form 13F filings with the SEC.

News

Stay updated on Ubs Group Ag with notifications on news.

Account