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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

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 10,103,855 shares of JMOM stock, worth $577 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

10,103,855

Previous 9,619,652 5.03%

Holding current value

$577 Million

Previous $561 Million 5.03%

% of portfolio

1.19%

Previous 1.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

18.9M

Call Options Held

Put Options Held

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About J P MORGAN ETF TR U S MOMENTUM

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