Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.53M+ 15.14% |
$84.3M - $95.8M
|
11.6M
$742M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
369KNew |
$20.3M - $23.1M
|
369K
$23.5M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189K+ 71.31% |
$10.4M - $11.9M
|
455K
$29M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 3.84% |
$8.45M - $9.6M
|
4.14M
$264M
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
36.4K+ 546.96% |
$2.01M - $2.28M
|
43K
$2.75M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35.9KNew |
$1.98M - $2.25M
|
35.9K
$2.29M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.99M
|
31.8K
$2.03M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
31.4KNew |
$1.73M - $1.97M
|
31.4K
$2M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$1.43M - $1.63M
|
26K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20.4KNew |
$1.12M - $1.28M
|
20.4K
$1.3M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.4K+ 16.74% |
$1.12M - $1.28M
|
142K
$9.07M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17.5K+ 179.64% |
$963K - $1.09M
|
27.2K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$934K - $1.06M
|
16.9K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.9KNew |
$820K - $931K
|
14.9K
$948K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.8K+ 30.99% |
$816K - $927K
|
62.6K
$3.99M
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.7K+ 165.54% |
$755K - $858K
|
22K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 7.03% |
$677K - $768K
|
187K
$11.9M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1KNew |
$665K - $755K
|
12.1K
$769K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11KNew |
$605K - $687K
|
11K
$700K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.8K+ 7.79% |
$597K - $678K
|
150K
$9.56M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.4KNew |
$574K - $652K
|
10.4K
$664K
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.4KNew |
$571K - $649K
|
10.4K
$661K
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.84K+ 64.47% |
$487K - $553K
|
22.6K
$1.44M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$461K - $524K
|
8.36K
$533K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$455K - $516K
|
8.25K
$526K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.97KNew |
$439K - $499K
|
7.97K
$508K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.65K+ 327.06% |
$422K - $479K
|
9.99K
$637K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57K+ 49.11% |
$417K - $474K
|
23K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.57K+ 4.3% |
$417K - $474K
|
184K
$11.7M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.37KNew |
$406K - $462K
|
7.37K
$470K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.11KNew |
$337K - $382K
|
6.11K
$389K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.65K+ 35.01% |
$311K - $353K
|
21.8K
$1.39M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.53K+ 6.5% |
$305K - $346K
|
90.5K
$5.77M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47KNew |
$302K - $342K
|
5.47K
$349K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.94KNew |
$272K - $309K
|
4.94K
$315K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$245K - $279K
|
4.45K
$284K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67KNew |
$92.3K - $105K
|
1.67K
$107K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.56KNew |
$86.2K - $97.9K
|
1.56K
$99.7K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.37K+ 34.9% |
$75.2K - $85.4K
|
5.28K
$336K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.27K+ 23.71% |
$69.9K - $79.4K
|
6.62K
$422K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.27KNew |
$69.9K - $79.4K
|
1.27K
$80.9K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.07K+ 12.57% |
$59K - $67K
|
9.58K
$611K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01K+ 5.87% |
$55.5K - $63K
|
18.2K
$1.16M
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
812+ 0.19% |
$44.8K - $50.8K
|
425K
$27.1M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
797New |
$43.9K - $49.9K
|
797
$50.8K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
698+ 1.13% |
$38.5K - $43.7K
|
62.4K
$3.98M
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
695+ 5.62% |
$38.3K - $43.5K
|
13.1K
$833K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
683New |
$37.6K - $42.8K
|
683
$43.6K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 43.09% |
$27.8K - $31.6K
|
1.68K
$107K
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
435+ 2.09% |
$24K - $27.2K
|
21.3K
$1.36M
|