Spire Wealth Management J P Morgan ETF Tr U S Momentum Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$38.53 - $42.37 $577 - $635	-15 Reduced 25.42%	44 $1,000
Q1 2023 May 09, 2023	BUY	$37.26 - $40.32 $2,198 - $2,378	59 New	59 $2,000

Others Institutions Holding JMOM

# of Institutions

88

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$591 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.99M
Shares

$245 Million
3.02% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$49.7 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$30.7 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26 Million
4.37% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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