Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
776K+ 8.78% |
$39.4M - $44.4M
|
9.62M
$580M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
106KNew |
$5.41M - $6.09M
|
106K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.6K+ 12.77% |
$4.65M - $5.24M
|
809K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.7KNew |
$3.64M - $4.1M
|
71.7K
$4.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53.6K+ 1.71% |
$2.72M - $3.06M
|
3.19M
$193M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.5K+ 25.66% |
$1.14M - $1.29M
|
110K
$6.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 9.42% |
$955K - $1.08M
|
218K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.6K+ 118.8% |
$689K - $775K
|
25K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.72K+ 2.36% |
$493K - $556K
|
422K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
7.77K+ 24.93% |
$395K - $444K
|
38.9K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.02KNew |
$356K - $401K
|
7.02K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.92KNew |
$300K - $338K
|
5.92K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.86KNew |
$297K - $335K
|
5.86K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.7K+ 100.81% |
$289K - $326K
|
11.4K
$685K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.2KNew |
$213K - $240K
|
4.2K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.65K+ 2.09% |
$185K - $209K
|
178K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.56KNew |
$181K - $204K
|
3.56K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.89K+ 7.36% |
$147K - $165K
|
42.1K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 4.48% |
$127K - $143K
|
58.3K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 16.4% |
$110K - $124K
|
15.4K
$930K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.79K+ 29.61% |
$90.9K - $102K
|
7.84K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
931+ 0.66% |
$47.3K - $53.2K
|
141K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
814+ 81400.0% |
$41.3K - $46.5K
|
815
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
807+ 5.38% |
$41K - $46.1K
|
15.8K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
715+ 47.86% |
$36.3K - $40.9K
|
2.21K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
706+ 14.72% |
$35.8K - $40.4K
|
5.5K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
701+ 1.77% |
$35.6K - $40.1K
|
40.3K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
562New |
$28.5K - $32.1K
|
562
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
314New |
$15.9K - $18K
|
314
$18.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
302+ 2.75% |
$15.3K - $17.3K
|
11.3K
$681K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
272+ 6.12% |
$13.8K - $15.6K
|
4.72K
$285K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241+ 0.26% |
$12.2K - $13.8K
|
94.7K
$5.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241+ 0.26% |
$12.2K - $13.8K
|
94.7K
$5.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
195+ 2.28% |
$9.9K - $11.1K
|
8.75K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183+ 2.06% |
$9.29K - $10.5K
|
9.06K
$547K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
67New |
$3.4K - $3.83K
|
67
$4.04K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
42New |
$2.13K - $2.4K
|
42
$2.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.08% |
$305 - $343
|
7.08K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5New |
$254 - $286
|
5
$302
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4+ 0.24% |
$203 - $229
|
1.66K
$100K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.2% |
$152 - $172
|
1.52K
$91.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$50.8 - $57.2
|
433
$26.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.29% |
$50.8 - $57.2
|
343
$20.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$50.8 - $57.2
|
355
$21.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25- 0.41% |
$1.27K - $1.43K
|
6.04K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-141- 13.6% |
$7.16K - $8.06K
|
896
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-145- 7.13% |
$7.36K - $8.29K
|
1.89K
$114K
|