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 121 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 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
|
$750 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
|
$278 Million
3.33% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
841,088
shares
|
$54.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
498,087
shares
|
$32.2 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
|
$27.9 Million
4.43% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
198,346
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
186,912
shares
|
$12.1 Million
0.13% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
183,676
shares
|
$11.9 Million
0.15% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
171,997
shares
|
$11.1 Million
3.69% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
149,953
shares
|
$9.7 Million
0.59% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
148,113
shares
|
$9.58 Million
4.71% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
142,161
shares
|
$9.2 Million
2.26% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
133,948
shares
|
$8.67 Million
5.18% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
94,304
shares
|
$6.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
90,494
shares
|
$5.86 Million
1.56% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
88,106
shares
|
$5.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$4.93 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
65,221
shares
|
$4.22 Million
0.32% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,541
shares
|
$4.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
62,664
shares
|
$4.05 Million
0.33% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
58,680
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
53,140
shares
|
$3.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
48,059
shares
|
$3.11 Million
0.74% of portfolio
|
Q2 2025
Added 84.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
45,344
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Added 5589.34%
|