Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 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 11,896,007 shares of JMOM stock, worth $803 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
11,896,007
Previous 11,594,195
2.6%
Holding current value
$803 Million
Previous $745 Million
8.36%
% of portfolio
1.32%
Previous 1.34%
Shares
17 transactions
Others Institutions Holding JMOM
# of Institutions
131Shares Held
21.8MCall Options Held
0Put Options Held
0-
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
-
Klaas Financial Asset Advisors, LLC Loves Park, IL432KShares$29.1 Million4.43% of portfolio