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

114

Shares Held

21M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

11.6M
Shares

$742 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
15.71% 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
Sector ETFs
Industry ETFs

More about JMOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account