Delos Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q4 2024

A detailed history of Delos Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 45,035 shares of JMOM stock, worth $2.57 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

45,035

Previous 42,092 6.99%

Holding current value

$2.57 Million

Previous $2.4 Million 9.15%

% of portfolio

2.26%

Previous 2.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$56.7 - $62.15 $166,868 - $182,907	2,943 Added 6.99%	45,035 $2.62 Million
Q3 2024 Nov 15, 2024	BUY	$50.77 - $57.17 $146,572 - $165,049	2,887 Added 7.36%	42,092 $2.4 Million
Q2 2024 Aug 13, 2024	BUY	$49.47 - $54.06 $192,735 - $210,617	3,896 Added 11.03%	39,205 $2.1 Million
Q1 2024 May 09, 2024	BUY	$44.81 - $52.76 $602,156 - $708,988	13,438 Added 61.44%	35,309 $1.86 Million
Q4 2023 Feb 06, 2024	SELL	$39.33 - $45.92 $44,678 - $52,165	-1,136 Reduced 4.94%	21,871 $999,000
Q3 2023 Nov 15, 2023	SELL	$40.79 - $43.57 $9,830 - $10,500	-241 Reduced 1.04%	23,007 $944,000
Q2 2023 Sep 01, 2023	SELL	$38.53 - $42.37 $1,387 - $1,525	-36 Reduced 0.15%	23,248 $985,000
Q1 2023 May 15, 2023	BUY	$37.26 - $40.32 $38,005 - $41,126	1,020 Added 4.58%	23,284 $923,000
Q4 2022 Feb 14, 2023	BUY	$34.97 - $40.33 $15,596 - $17,987	446 Added 2.04%	22,264 $839,000
Q3 2022 Nov 15, 2022	BUY	$35.18 - $42.0 $767,557 - $916,356	21,818 New	21,818 $768,000

Others Institutions Holding JMOM

# of Institutions

Shares Held

18.9M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

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Delos Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History