Castleview Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Castleview Partners, LLC
- $126 Million
- Q3 2025
A detailed history of Castleview Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Castleview Partners, LLC holds 4,526 shares of JMOM stock, worth $305,459. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,526
Previous 5,512
17.89%
Holding current value
$305,459
Previous $354,000
13.28%
% of portfolio
0.24%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding JMOM
# of Institutions
131Shares Held
21.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.9MShares$803 Million1.32% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.29MShares$289 Million3.35% 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