Creative Planning J P Morgan ETF Tr U S Momentum Transaction History
Creative Planning
- $129 Billion
- Q3 2025
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 5,948 shares of JMOM stock, worth $401,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,948
Previous 4,492
32.41%
Holding current value
$401,430
Previous $288,000
39.93%
% of portfolio
0.0%
Previous 0.0%
Shares
6 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