Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,246,694 shares of JMOM stock, worth $827 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
12,246,694
Previous 11,896,007 2.95%
Holding current value
$827 Million
Previous $808 Million 2.33%
% of portfolio
1.26%
Previous 1.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$66.27 - $69.4 $23.2 Million - $24.3 Million
350,687 Added 2.95%
12,246,694 $827 Million
Q3 2025

Oct 29, 2025
BUY
$63.74 - $68.36 $19.2 Million - $20.6 Million
301,812 Added 2.6%
11,896,007 $808 Million
Q2 2025

Jul 10, 2025
SELL
$50.29 - $64.29 $1.97 Million - $2.52 Million
-39,265 Reduced 0.34%
11,594,195 $745 Million
Q1 2025

Apr 16, 2025
BUY
$55.12 - $62.6 $84.3 Million - $95.8 Million
1,529,605 Added 15.14%
11,633,460 $656 Million
Q4 2024

Mar 17, 2025
BUY
$56.7 - $62.15 $27.5 Million - $30.1 Million
484,203 Added 5.03%
10,103,855 $589 Million
Q4 2024

Jan 10, 2025
BUY
$56.7 - $62.15 $24,551 - $26,910
433 Added 0.0%
9,619,652 $561 Million
Q3 2024

Oct 23, 2024
BUY
$50.77 - $57.17 $39.4 Million - $44.4 Million
776,455 Added 8.78%
9,619,219 $550 Million
Q2 2024

Jul 16, 2024
BUY
$49.47 - $54.06 $36.9 Million - $40.4 Million
746,608 Added 9.22%
8,842,764 $474 Million
Q1 2024

Apr 15, 2024
BUY
$44.81 - $52.76 $343 Million - $404 Million
7,662,280 Added 1766.01%
8,096,156 $427 Million
Q4 2023

Jan 30, 2024
BUY
$39.33 - $45.92 $6.9 Million - $8.05 Million
175,313 Added 67.8%
433,876 $19.8 Million
Q3 2023

Nov 13, 2023
BUY
$40.79 - $43.57 $4.02 Million - $4.3 Million
98,596 Added 61.64%
258,563 $10.6 Million
Q2 2023

Jul 21, 2023
SELL
$38.53 - $42.37 $1.44 Million - $1.59 Million
-37,501 Reduced 18.99%
159,967 $6.78 Million
Q1 2023

Apr 25, 2023
SELL
$37.26 - $40.32 $625,222 - $676,569
-16,780 Reduced 7.83%
197,468 $7.84 Million
Q4 2022

Feb 01, 2023
SELL
$34.97 - $40.33 $760,597 - $877,177
-21,750 Reduced 9.22%
214,248 $8.08 Million
Q3 2022

Oct 17, 2022
BUY
$35.18 - $42.0 $4.64 Million - $5.53 Million
131,767 Added 126.42%
235,998 $8.5 Million
Q2 2022

Jul 18, 2022
BUY
$35.14 - $44.39 $1.01 Million - $1.28 Million
28,738 Added 38.07%
104,231 $3.9 Million
Q1 2022

Apr 18, 2022
BUY
$40.23 - $48.01 $2.53 Million - $3.02 Million
62,833 Added 496.31%
75,493 $3.35 Million
Q4 2021

Feb 08, 2022
BUY
$43.48 - $49.19 $550,456 - $622,745
12,660 New
12,660 $551,000

Others Institutions Holding JMOM

# of Institutions
131
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S MOMENTUM

JMOM Quotes by TradingView
  • Ticker JMOM
  • Sector ETFs
  • Industry ETFs
More about JMOM
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email