Legacy Wealth Managment, Llc/Id J P Morgan ETF Tr U S Momentum Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 669 shares of JMOM stock, worth $45,150. This represents 0.03% of its overall portfolio holdings.
Number of Shares
669
Previous 669
-0.0%
Holding current value
$45,150
Previous $43,000
4.65%
% of portfolio
0.03%
Previous 0.04%
Shares
2 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