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 $567 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

$567 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

100

Shares Held

18.9M

Call Options Held

Put Options Held

View Full List

About J P MORGAN ETF TR U S MOMENTUM

Ticker JMOM
Sector ETFs
Industry ETFs

More about JMOM

Track This Portfolio

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.

Account

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