Creative Planning J P Morgan ETF Tr U S Momentum Transaction History
Creative Planning
- $103 Billion
- Q4 2024
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
Others Institutions Holding JMOM
# of Institutions
98Shares Held
18.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC10.1MShares$577 Million1.19% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$228 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$51.5 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$28.5 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$24.2 Million4.37% of portfolio