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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,318
shares
|
$304,295
0.01% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,300
shares
|
$303,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,492
shares
|
$257,032
0.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
3,911
shares
|
$223,787
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
3,657
shares
|
$209,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,564
shares
|
$203,932
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,888
shares
|
$108,031
0.0% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,677
shares
|
$95,957
0.0% of portfolio
|
Q1 2025
Added 43.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,672
shares
|
$95,671
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,268
shares
|
$72,554
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,258
shares
|
$71,982
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
896
shares
|
$51,269
0.01% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
797
shares
|
$45,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
562
shares
|
$32,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
493
shares
|
$28,209
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
357
shares
|
$20,427
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
314
shares
|
$17,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
257
shares
|
$14,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
236
shares
|
$13,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
223
shares
|
$12,760
0.0% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
188
shares
|
$10,757
0.0% of portfolio
|
Q4 2024
Reduced 45.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
160
shares
|
$9,155
0.0% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
127
shares
|
$7,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
121
shares
|
$6,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
51
shares
|
$2,918
0.01% of portfolio
|
Q1 2025
New holding
|