Cassia Capital Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cassia Capital Partners, LLC
- $157 Million
- Q4 2024
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 139,064 shares of JMOM stock, worth $8.54 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
139,064
Previous 141,167
1.49%
Holding current value
$8.54 Million
Previous $8.06 Million
0.48%
% of portfolio
5.17%
Previous 5.32%
Shares
6 transactions
Others Institutions Holding JMOM
# of Institutions
88Shares Held
17.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$591 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$245 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$49.7 Million0.47% of portfolio
-
Shore Point Advisors, LLC499KShares$30.7 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$26 Million4.37% of portfolio