Latest Institutional Transactions on J P Morgan ETF Tr U S Momentum (JMOM)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Momentum (JMOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
484K+ 5.03% |
$27.5M - $30.1M
|
10.1M
$579M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.28KNew |
$469K - $515K
|
8.28K
$475K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-347- 5.86% |
$19.7K - $21.6K
|
5.57K
$319K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.91KNew |
$222K - $243K
|
3.91K
$224K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-373- 0.21% |
$21.1K - $23.2K
|
178K
$10.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.8KNew |
$1.35M - $1.48M
|
23.8K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.26% |
$227 - $249
|
1.52K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.6K- 77.52% |
$3.15M - $3.46M
|
16.1K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26K+ 17.3% |
$1.47M - $1.61M
|
176K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-398- 2.52% |
$22.6K - $24.7K
|
15.4K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-115- 0.59% |
$6.52K - $7.15K
|
19.5K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169K+ 2881.68% |
$9.57M - $10.5M
|
175K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
127New |
$7.2K - $7.89K
|
127
$7.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-203- 3.23% |
$11.5K - $12.6K
|
6.09K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-224- 4.75% |
$12.7K - $13.9K
|
4.49K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.69K+ 48.86% |
$152K - $167K
|
8.19K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
121New |
$6.86K - $7.52K
|
121
$6.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.5K- 41.9% |
$593K - $650K
|
14.5K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178KNew |
$10.1M - $11.1M
|
178K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-811- 2.01% |
$46K - $50.4K
|
39.5K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.72K+ 8.0% |
$268K - $293K
|
63.8K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
171K+ 180.68% |
$9.7M - $10.6M
|
266K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.87K- 3.28% |
$106K - $116K
|
55.1K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
92.1K+ 11.39% |
$5.22M - $5.73M
|
901K
$51.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.94K+ 6.99% |
$167K - $183K
|
45K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.66KNew |
$207K - $227K
|
3.66K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
685+ 9.76% |
$38.8K - $42.6K
|
7.71K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-814- 99.88% |
$46.2K - $50.6K
|
1
$57.3
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7K- 37.23% |
$609K - $667K
|
18.1K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.46KNew |
$366K - $401K
|
6.46K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 19.11% |
$76.7K - $84.1K
|
8.43K
$483K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12.1K- 10.98% |
$686K - $752K
|
98.2K
$5.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-407- 6.22% |
$23.1K - $25.3K
|
6.14K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 10.33% |
$1.28M - $1.4M
|
241K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.89K+ 12143.08% |
$448K - $491K
|
7.96K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.16K- 2.98% |
$65.7K - $72K
|
37.8K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49- 0.54% |
$2.78K - $3.05K
|
9.01K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-607- 3.46% |
$34.4K - $37.7K
|
16.9K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-165- 11.25% |
$9.36K - $10.3K
|
1.3K
$74.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$56.7 - $62.2
|
356
$20.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
894+ 1.53% |
$50.7K - $55.6K
|
59.2K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$301K - $329K
|
5.3K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130+ 5.89% |
$7.37K - $8.08K
|
2.34K
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.65KNew |
$377K - $414K
|
6.65K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
37.8KNew |
$2.14M - $2.35M
|
37.8K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
77+ 0.88% |
$4.37K - $4.79K
|
8.83K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-5.49K- 48.31% |
$311K - $341K
|
5.87K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$756K - $829K
|
13.3K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.44KNew |
$195K - $214K
|
3.44K
$197K
|