Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
241K+ 95.92% |
$9.5M - $11.1M
|
493K
$30.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175K+ 67.8% |
$6.9M - $8.05M
|
434K
$26.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
131KNew |
$5.15M - $6.02M
|
131K
$8.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
90.8KNew |
$3.57M - $4.17M
|
90.8K
$5.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
64K+ 159.24% |
$2.52M - $2.94M
|
104K
$6.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 9.57% |
$1.96M - $2.29M
|
571K
$35.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.7K+ 237.99% |
$1.8M - $2.1M
|
64.8K
$3.98M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25.5KNew |
$1M - $1.17M
|
25.5K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.5K+ 78.1% |
$883K - $1.03M
|
51.2K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16K+ 13.93% |
$629K - $734K
|
131K
$8.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.8K+ 14.12% |
$541K - $632K
|
111K
$6.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$525K - $613K
|
13.4K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$431K - $503K
|
10.9K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 5.37% |
$407K - $475K
|
203K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.93K+ 7.93% |
$390K - $456K
|
135K
$8.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.98KNew |
$274K - $320K
|
6.98K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.22KNew |
$205K - $240K
|
5.22K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.02K+ 20.92% |
$197K - $230K
|
29K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.59KNew |
$180K - $211K
|
4.59K
$282K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.47K+ 11.93% |
$176K - $205K
|
41.9K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.44KNew |
$175K - $204K
|
4.44K
$273K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.17KNew |
$125K - $146K
|
3.17K
$195K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.17KNew |
$125K - $146K
|
3.17K
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 5.77% |
$116K - $136K
|
54.3K
$3.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.51K+ 3.07% |
$98.9K - $115K
|
84.3K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24KNew |
$88K - $103K
|
2.24K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.07K+ 4.92% |
$81.2K - $94.8K
|
44.1K
$2.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 20.58% |
$79.5K - $92.9K
|
11.8K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.63KNew |
$64.1K - $74.8K
|
1.63K
$100K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
680+ 160.76% |
$26.7K - $31.2K
|
1.1K
$67.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
275+ 2.82% |
$10.8K - $12.6K
|
10K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
262+ 494.34% |
$10.3K - $12K
|
315
$19.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
201New |
$7.91K - $9.23K
|
201
$12.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
176New |
$6.92K - $8.08K
|
176
$10.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
130+ 1.56% |
$5.11K - $5.97K
|
8.48K
$521K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80+ 1.03% |
$3.15K - $3.67K
|
7.83K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
73+ 0.78% |
$2.87K - $3.35K
|
9.45K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.42% |
$275 - $321
|
1.66K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6New |
$236 - $276
|
6
$369
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.26% |
$39.3 - $45.9
|
385
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$39.3 - $45.9
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-29- 0.05% |
$1.14K - $1.33K
|
63.8K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 0.88% |
$2.48K - $2.89K
|
7.07K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-121- 25.53% |
$4.76K - $5.56K
|
353
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-187- 0.48% |
$7.35K - $8.59K
|
38.9K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-218- 22.31% |
$8.57K - $10K
|
759
$46.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-321- 11.38% |
$12.6K - $14.7K
|
2.5K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-367- 1.08% |
$14.4K - $16.9K
|
33.5K
$2.06M
|