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 131 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
50,403
shares
|
$3.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
48,059
shares
|
$3.24 Million
0.74% of portfolio
|
Q2 2025
Added 84.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
47,115
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 65.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
45,076
shares
|
$3.04 Million
1.2% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
44,564
shares
|
$3.01 Million
2.18% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
40,465
shares
|
$2.73 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
38,858
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
36,993
shares
|
$2.5 Million
1.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
35,865
shares
|
$2.42 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
35,381
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 8683.25%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,091
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2022
Added 54.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
32,099
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
29,870
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
25,689
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
24,089
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
23,787
shares
|
$1.61 Million
0.8% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
21,101
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,390
shares
|
$1.38 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
20,074
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
19,245
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,865
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 36.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
18,421
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 75.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
17,733
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,411
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
16,363
shares
|
$1.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.8%
|
|