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 117 institutions that hold shares in the stock, with a total of 20.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
12,291
shares
|
$783,797
0.0% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
12,064
shares
|
$769,321
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,981
shares
|
$700,258
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,934
shares
|
$697,261
0.0% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,416
shares
|
$664,228
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,363
shares
|
$660,848
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,989
shares
|
$636,998
0.0% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,583
shares
|
$611,107
0.35% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
8,846
shares
|
$564,109
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
8,686
shares
|
$553,906
0.39% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,548
shares
|
$545,105
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,438
shares
|
$538,091
0.06% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
8,364
shares
|
$533,372
0.11% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,363
shares
|
$533,308
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
8,276
shares
|
$527,760
0.08% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,159
shares
|
$520,299
0.02% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
7,973
shares
|
$508,438
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
7,958
shares
|
$507,481
0.41% of portfolio
|
Q4 2024
Added 12143.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,875
shares
|
$502,188
0.0% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,374
shares
|
$470,239
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
7,228
shares
|
$460,929
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,488
shares
|
$413,739
0.0% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,106
shares
|
$389,379
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
5,738
shares
|
$365,912
0.07% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,675
shares
|
$361,894
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|