Magnolia Capital Advisors LLC J P Morgan ETF Tr U S Momentum Transaction History
Magnolia Capital Advisors LLC
- $357 Million
- Q3 2025
A detailed history of Magnolia Capital Advisors LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Magnolia Capital Advisors LLC holds 125,538 shares of JMOM stock, worth $8.47 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
125,538
Previous 120,209
4.43%
Holding current value
$8.47 Million
Previous $7.73 Million
10.3%
% of portfolio
2.39%
Previous 2.04%
Shares
7 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