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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395New |
$21.8K - $24.7K
|
395
$25.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$8.71K - $9.89K
|
158
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
135+ 0.3% |
$7.44K - $8.45K
|
45.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
51New |
$2.81K - $3.19K
|
51
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
44New |
$2.43K - $2.75K
|
44
$2.81K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31New |
$1.71K - $1.94K
|
31
$1.98K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.07% |
$331 - $376
|
8.44K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.18% |
$165 - $188
|
1.67K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$55.1 - $62.6
|
357
$22.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$55.1 - $62.6
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 3.38% |
$2.43K - $2.75K
|
1.26K
$80.2K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-90- 0.53% |
$4.96K - $5.63K
|
16.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-92- 29.21% |
$5.07K - $5.76K
|
223
$14.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-114- 41.61% |
$6.28K - $7.14K
|
160
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-120- 2.07% |
$6.61K - $7.51K
|
5.68K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-131- 2.23% |
$7.22K - $8.2K
|
5.74K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-143- 3.18% |
$7.88K - $8.95K
|
4.35K
$277K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-166- 1.84% |
$9.15K - $10.4K
|
8.85K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-207- 65.92% |
$11.4K - $13K
|
107
$6.82K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-217- 11.49% |
$12K - $13.6K
|
1.67K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-221- 0.35% |
$12.2K - $13.8K
|
63.5K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-253- 4.54% |
$13.9K - $15.8K
|
5.32K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-265- 3.15% |
$14.6K - $16.6K
|
8.16K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-317- 3.87% |
$17.5K - $19.8K
|
7.88K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-385- 0.97% |
$21.2K - $24.1K
|
39.2K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-459- 2.35% |
$25.3K - $28.7K
|
19K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-466- 5.28% |
$25.7K - $29.2K
|
8.36K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-501- 8.17% |
$27.6K - $31.4K
|
5.63K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-516- 1.37% |
$28.4K - $32.3K
|
37.3K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 0.89% |
$29K - $33K
|
58.7K
$3.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-610- 0.43% |
$33.6K - $38.2K
|
141K
$9M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-695- 1.84% |
$38.3K - $43.5K
|
37.1K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-754- 0.15% |
$41.6K - $47.2K
|
498K
$31.8M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-809- 8.52% |
$44.6K - $50.6K
|
8.69K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.04K- 7.8% |
$57.3K - $65.1K
|
12.3K
$784K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.32K- 6.87% |
$72.5K - $82.3K
|
17.8K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 9.83% |
$98.2K - $111K
|
16.3K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.93K- 3.51% |
$107K - $121K
|
53.1K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 1.49% |
$114K - $130K
|
137K
$8.74M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.21K- 15.22% |
$122K - $138K
|
12.3K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.87K- 3.94% |
$213K - $242K
|
94.3K
$6.01M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.7K- 93.53% |
$314K - $357K
|
394
$25.1K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.11K- 3.43% |
$337K - $383K
|
172K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.52K- 8.82% |
$470K - $534K
|
88.1K
$5.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.7K- 17.72% |
$2.35M - $2.67M
|
198K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.9K- 6.65% |
$3.3M - $3.75M
|
841K
$53.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-318K- 86.03% |
$17.5M - $19.9M
|
51.5K
$3.29M
|