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 124 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,594,195
shares
|
$752 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,298,078
shares
|
$279 Million
3.33% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
922,833
shares
|
$59.9 Million
0.52% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
606,899
shares
|
$39.4 Million
0.01% of portfolio
|
Q2 2025
Added 205.98%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
498,087
shares
|
$32.3 Million
16.23% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
455,184
shares
|
$29.5 Million
0.0% of portfolio
|
Q1 2025
Added 71.31%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
431,803
shares
|
$28 Million
4.43% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
193,789
shares
|
$12.6 Million
0.13% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
171,997
shares
|
$11.2 Million
3.63% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
164,457
shares
|
$10.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
149,061
shares
|
$9.67 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
148,113
shares
|
$9.61 Million
4.71% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
147,929
shares
|
$9.59 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
133,948
shares
|
$8.69 Million
5.18% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
120,209
shares
|
$7.8 Million
2.04% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
116,586
shares
|
$7.56 Million
0.01% of portfolio
|
Q2 2025
Added 2519.91%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
95,816
shares
|
$6.21 Million
1.68% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
88,760
shares
|
$5.76 Million
0.01% of portfolio
|
Q2 2025
Added 39.69%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
84,854
shares
|
$5.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$4.94 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
76,214
shares
|
$4.94 Million
0.21% of portfolio
|
Q2 2025
Added 220.12%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
65,221
shares
|
$4.23 Million
0.32% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,541
shares
|
$4.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
62,664
shares
|
$4.06 Million
0.33% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
62,566
shares
|
$4.06 Million
1.91% of portfolio
|
Q2 2025
Added 130.0%
|