Institutional Ownership J P Morgan ETF Tr U S Momentum (JMOM)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Momentum (JMOM). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,619,219
shares
|
$591 Million
1.24% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,193,722
shares
|
$196 Million
2.29% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
808,846
shares
|
$49.7 Million
0.47% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
502,183
shares
|
$30.8 Million
15.89% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
421,883
shares
|
$25.9 Million
4.2% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
218,487
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
178,482
shares
|
$11 Million
3.94% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
150,132
shares
|
$9.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
144,292
shares
|
$8.86 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
141,167
shares
|
$8.67 Million
5.32% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
141,062
shares
|
$8.66 Million
0.58% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
110,279
shares
|
$6.77 Million
0.15% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
106,466
shares
|
$6.54 Million
3.0% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
102,672
shares
|
$6.31 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
94,666
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$4.68 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
71,725
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
64,199
shares
|
$3.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
59,040
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
58,313
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
56,944
shares
|
$3.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
45,891
shares
|
$2.82 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
42,092
shares
|
$2.58 Million
2.17% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,347
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
38,946
shares
|
$2.39 Million
0.13% of portfolio
|
Q3 2024
Added 24.93%
|