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 103 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10,416
shares
|
$596,003
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,363
shares
|
$592,970
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,989
shares
|
$571,570
0.0% of portfolio
|
Q1 2025
Added 327.06%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
8,846
shares
|
$506,168
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,830
shares
|
$505,252
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
8,686
shares
|
$497,012
0.39% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,548
shares
|
$489,116
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
8,513
shares
|
$487,113
0.32% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,432
shares
|
$482,479
0.06% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,363
shares
|
$478,530
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
8,246
shares
|
$471,836
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,192
shares
|
$468,746
0.0% of portfolio
|
Q4 2024
Added 48.86%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,159
shares
|
$466,857
0.02% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
7,973
shares
|
$456,215
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
7,958
shares
|
$455,356
0.41% of portfolio
|
Q4 2024
Added 12143.08%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,374
shares
|
$421,940
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,621
shares
|
$378,853
0.0% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,488
shares
|
$371,243
0.0% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
6,457
shares
|
$369,469
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
6,175
shares
|
$353,333
0.01% of portfolio
|
Q4 2024
Added 47.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,135
shares
|
$351,044
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,106
shares
|
$349,385
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,089
shares
|
$348,412
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
5,738
shares
|
$328,328
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
|
$324,723
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|