Cassia Capital Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cassia Capital Partners, LLC
- $181 Million
- Q4 2025
A detailed history of Cassia Capital Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 129,866 shares of JMOM stock, worth $8.76 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
129,866
Previous 133,754
2.91%
Holding current value
$8.76 Million
Previous $9.08 Million
3.49%
% of portfolio
4.84%
Previous 4.97%
Shares
10 transactions
Others Institutions Holding JMOM
# of Institutions
131Shares Held
22.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC12.2MShares$827 Million1.26% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.68MShares$316 Million3.66% of portfolio
-
Equitable Holdings, Inc. New York, NY997KShares$67.3 Million0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY531KShares$35.8 Million0.0% of portfolio
-
Shore Point Advisors, LLC497KShares$33.5 Million15.78% of portfolio