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

Ubs Group Ag

$452 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

83

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$571 Million
1.24% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.19M
Shares

$189 Million
2.29% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$48 Million
0.47% of portfolio
Shore Point Advisors, LLC

502K
Shares

$29.8 Million
15.89% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

422K
Shares

$25 Million
4.2% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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