WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JMOM Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's JPMorgan U.S. Momentum Factor ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 11.59 Mil shares of JPMorgan U.S. Momentum Factor ETF(JMOM), totaling $749.22 Mil. This investment constitutes 1.24% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 43.21% of the outstanding JPMorgan U.S. Momentum Factor ETF(JMOM) stock.
The initial trade took place in 2021Q4. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 11 purchases of JMOM, at an average price of $51.13, for a total of 11.71 Mil shares. In addition, there have been 4 sales at an average price of $45.79 for 115,296.00 shares. Based on historical transaction data and JMOM's current price of $64.02, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his JMOM holdings is $148.86 Mil, reflecting a 24.87% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JMOM ($64.02) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC JMOM ($64.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
