Cfs Investment Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q3 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 20,074 shares of JMOM stock, worth $1.35 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,074
Previous 20,202
0.63%
Holding current value
$1.35 Million
Previous $1.3 Million
4.93%
% of portfolio
0.11%
Previous 0.11%
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