Cwm, LLC J P Morgan ETF Tr U S Momentum Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$50.77 - $57.17 $253 - $285	5 New	5 $0
Q1 2024 Apr 05, 2024	BUY	$44.81 - $52.76 $716 - $844	16 New	16 $1,000

Others Institutions Holding JMOM

# of Institutions

94

Shares Held

18M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$594 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$246 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

901K
Shares

$55.6 Million
0.52% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.8 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26.2 Million
4.37% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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