Win Advisors, Inc J P Morgan ETF Tr U S Momentum Transaction History

Win Advisors, Inc

$182 Million
Q1 2025

A detailed history of Win Advisors, Inc transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Win Advisors, Inc holds 31,400 shares of JMOM stock, worth $2 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

31,400

Holding current value

$2 Million

% of portfolio

0.97%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$55.12 - $62.6 $1.73 Million - $1.97 Million	31,400 New	31,400 $1.77 Million
Q3 2024 Oct 31, 2024	BUY	$50.77 - $57.17 $5.41 Million - $6.09 Million	106,466 New	106,466 $6.08 Million
Q1 2024 Apr 24, 2024	BUY	$44.81 - $52.76 $1.72 Million - $2.02 Million	38,355 New	38,355 $2.02 Million
Q2 2022 Jul 18, 2022	SELL	$35.14 - $44.39 $52,323 - $66,096	-1,489 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$40.23 - $48.01 $59,902 - $71,486	1,489 New	1,489 $66,000

Others Institutions Holding JMOM

# of Institutions

117

Shares Held

20.9M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$739 Million
1.34% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.14M
Shares

$264 Million
3.04% of portfolio
Equitable Holdings, Inc. New York, NY

841K
Shares

$53.6 Million
0.47% of portfolio
Shore Point Advisors, LLC

498K
Shares

$31.8 Million
16.23% of portfolio
Jpmorgan Chase & CO New York, NY

455K
Shares

$29 Million
0.0% of portfolio

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
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