Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S MOMENTUM.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.66M+ 1766.01% |
$343M - $404M
|
8.1M
$497M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377K+ 13.59% |
$16.9M - $19.9M
|
3.15M
$194M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
171KNew |
$7.65M - $9.01M
|
171K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67.6K+ 11.84% |
$3.03M - $3.57M
|
639K
$39.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.7KNew |
$2.05M - $2.41M
|
45.7K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.2K+ 137.35% |
$1.76M - $2.07M
|
67.7K
$4.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
38.4KNew |
$1.72M - $2.02M
|
38.4K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
37.6K+ 36.04% |
$1.68M - $1.98M
|
142K
$8.71M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.5KNew |
$1.68M - $1.98M
|
37.5K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22.1KNew |
$991K - $1.17M
|
22.1K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21K+ 40.92% |
$939K - $1.11M
|
72.2K
$4.43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 166.76% |
$750K - $883K
|
26.8K
$1.65M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 135.57% |
$691K - $813K
|
26.8K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 61.44% |
$602K - $709K
|
35.3K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 5.52% |
$501K - $590K
|
214K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.5KNew |
$469K - $552K
|
10.5K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.3K+ 7.89% |
$462K - $544K
|
141K
$8.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.89K+ 7.32% |
$443K - $522K
|
145K
$8.9M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
9.13K+ 69.39% |
$409K - $481K
|
22.3K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.19K+ 1.66% |
$367K - $432K
|
501K
$30.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.13KNew |
$319K - $376K
|
7.13K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 4.29% |
$252K - $297K
|
137K
$8.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.93KNew |
$221K - $260K
|
4.93K
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4.93KNew |
$221K - $260K
|
4.93K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.83KNew |
$172K - $202K
|
3.83K
$236K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.35K+ 13.12% |
$150K - $177K
|
28.9K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.75K+ 53.83% |
$123K - $145K
|
7.85K
$482K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.73KNew |
$123K - $144K
|
2.73K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.45K+ 2.9% |
$110K - $129K
|
86.8K
$5.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 31.89% |
$102K - $120K
|
9.38K
$576K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 29.0% |
$90.7K - $107K
|
9K
$553K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.69KNew |
$75.5K - $89K
|
1.69K
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.51KNew |
$67.8K - $79.9K
|
1.51K
$93K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11K+ 11.78% |
$49.9K - $58.7K
|
10.6K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
654+ 1.78% |
$29.3K - $34.5K
|
37.5K
$2.3M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
537+ 0.59% |
$24.1K - $28.3K
|
91.4K
$5.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
450+ 5.26% |
$20.2K - $23.7K
|
9.01K
$554K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
318+ 6.09% |
$14.2K - $16.8K
|
5.54K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
276+ 6.02% |
$12.4K - $14.6K
|
4.86K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
255+ 144.89% |
$11.4K - $13.5K
|
431
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$3.14K - $3.69K
|
70
$4.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16New |
$717 - $844
|
16
$983
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$89.6 - $106
|
7.07K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$44.8 - $52.8
|
1.66K
$102K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.13% |
$44.8 - $52.8
|
760
$46.7K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.13% |
$44.8 - $52.8
|
760
$46.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-10- 0.02% |
$448 - $528
|
65.2K
$4M
|