Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
77+ 0.88% |
$4.37K - $4.79K
|
8.83K
$563K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.3% |
$284 - $311
|
1.67K
$106K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.26% |
$227 - $249
|
1.52K
$97.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.46% |
$113 - $124
|
435
$27.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$56.7 - $62.2
|
3.56K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$56.7 - $62.2
|
356
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49- 0.54% |
$2.78K - $3.05K
|
9.01K
$575K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-115- 0.59% |
$6.52K - $7.15K
|
19.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 45.19% |
$8.79K - $9.63K
|
188
$12K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 11.25% |
$9.36K - $10.3K
|
1.3K
$83K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-203- 3.23% |
$11.5K - $12.6K
|
6.09K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-224- 4.75% |
$12.7K - $13.9K
|
4.49K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-265- 3.05% |
$15K - $16.5K
|
8.42K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-265- 4.72% |
$15K - $16.5K
|
5.35K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-329- 1.56% |
$18.7K - $20.4K
|
20.8K
$1.33M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-347- 5.86% |
$19.7K - $21.6K
|
5.57K
$355K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-373- 0.21% |
$21.1K - $23.2K
|
178K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-398- 2.52% |
$22.6K - $24.7K
|
15.4K
$983K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-407- 6.22% |
$23.1K - $25.3K
|
6.14K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-607- 3.46% |
$34.4K - $37.7K
|
16.9K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-705- 12.82% |
$40K - $43.8K
|
4.8K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-811- 2.01% |
$46K - $50.4K
|
39.5K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-814- 99.88% |
$46.2K - $50.6K
|
1
$63.8
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-907- 15.33% |
$51.4K - $56.4K
|
5.01K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.16K- 2.98% |
$65.7K - $72K
|
37.8K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 6.82% |
$71.2K - $78K
|
17.1K
$1.09M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 13.66% |
$77.3K - $84.8K
|
8.63K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.7K- 15.22% |
$96.6K - $106K
|
9.5K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.87K- 3.28% |
$106K - $116K
|
55.1K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.94K- 1.38% |
$110K - $121K
|
139K
$8.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.1K- 1.49% |
$119K - $131K
|
139K
$8.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.54K- 3.96% |
$144K - $158K
|
61.7K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.61K- 1.81% |
$148K - $162K
|
142K
$9.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.11K- 0.62% |
$176K - $193K
|
499K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.49K- 48.31% |
$311K - $341K
|
5.87K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.04K- 5.88% |
$343K - $376K
|
96.6K
$6.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.5K- 41.9% |
$593K - $650K
|
14.5K
$925K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7K- 37.23% |
$609K - $667K
|
18.1K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12.1K- 10.98% |
$686K - $752K
|
98.2K
$6.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.6K- 77.52% |
$3.15M - $3.46M
|
16.1K
$1.03M
|