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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
493
shares
|
$31,438
0.0% of portfolio
|
Q2 2024
Reduced 81.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
395
shares
|
$25,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
394
shares
|
$25,125
0.0% of portfolio
|
Q1 2025
Reduced 93.53%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
357
shares
|
$22,765
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
257
shares
|
$16,388
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
236
shares
|
$15,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
223
shares
|
$14,220
0.0% of portfolio
|
Q1 2025
Reduced 29.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
188
shares
|
$11,988
0.0% of portfolio
|
Q4 2024
Reduced 45.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
160
shares
|
$10,203
0.0% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
158
shares
|
$10,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
121
shares
|
$7,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
107
shares
|
$6,823
0.0% of portfolio
|
Q1 2025
Reduced 65.92%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
51
shares
|
$3,252
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
44
shares
|
$2,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31
shares
|
$1,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|