A detailed history of Creative Planning transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Creative Planning holds 4,492 shares of JMOM stock, worth $256,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,492
Previous 4,716 4.75%
Holding current value
$256,672
Previous $269,000 2.97%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$56.7 - $62.15 $12,700 - $13,921
-224 Reduced 4.75%
4,492 $261,000
Q3 2024

Oct 11, 2024

BUY
$50.77 - $57.17 $13,809 - $15,550
272 Added 6.12%
4,716 $269,000
Q4 2023

Feb 14, 2024

BUY
$39.33 - $45.92 $174,782 - $204,068
4,444 New
4,444 $203,000

Others Institutions Holding JMOM

About J P MORGAN ETF TR U S MOMENTUM


  • Ticker JMOM
  • Sector ETFs
  • Industry ETFs
More about JMOM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.