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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-3.04K- 2.22% |
$153K - $196K
|
134K
$8.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.23KNew |
$363K - $465K
|
7.23K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.21K+ 16.92% |
$111K - $142K
|
15.3K
$974K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-730- 1.7% |
$36.7K - $46.9K
|
42.3K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.36% |
$302 - $386
|
1.67K
$107K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.22K+ 23.75% |
$263K - $336K
|
27.2K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.3K- 0.34% |
$1.97M - $2.52M
|
11.6M
$739M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.15K+ 1.68% |
$359K - $459K
|
432K
$27.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.38KNew |
$170K - $218K
|
3.38K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
906+ 4.26% |
$45.6K - $58.2K
|
22.2K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 40.49% |
$126K - $161K
|
3.68K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-233- 0.05% |
$11.7K - $15K
|
498K
$31.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
81+ 0.48% |
$4.07K - $5.21K
|
16.9K
$1.08M
|
|
| Q1 2025 | |||||||
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.84K+ 64.47% |
$487K - $553K
|
22.6K
$1.44M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-695- 1.84% |
$38.3K - $43.5K
|
37.1K
$2.37M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1KNew |
$665K - $755K
|
12.1K
$769K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
683New |
$37.6K - $42.8K
|
683
$43.6K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.56KNew |
$86.2K - $97.9K
|
1.56K
$99.7K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57K+ 49.11% |
$417K - $474K
|
23K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 7.03% |
$677K - $768K
|
187K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.9KNew |
$820K - $931K
|
14.9K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-221- 0.35% |
$12.2K - $13.8K
|
63.5K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.57K+ 4.3% |
$417K - $474K
|
184K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-207- 65.92% |
$11.4K - $13K
|
107
$6.82K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-317- 3.87% |
$17.5K - $19.8K
|
7.88K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
44New |
$2.43K - $2.75K
|
44
$2.81K
|
|
|
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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.37K+ 34.9% |
$75.2K - $85.4K
|
5.28K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-143- 3.18% |
$7.88K - $8.95K
|
4.35K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.94KNew |
$272K - $309K
|
4.94K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47KNew |
$302K - $342K
|
5.47K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.07% |
$331 - $376
|
8.44K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.7K- 93.53% |
$314K - $357K
|
394
$25.1K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$245K - $279K
|
4.45K
$284K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.65K+ 35.01% |
$311K - $353K
|
21.8K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$8.71K - $9.89K
|
158
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-217- 11.49% |
$12K - $13.6K
|
1.67K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.21K- 15.22% |
$122K - $138K
|
12.3K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.99M
|
31.8K
$2.03M
|
|
|
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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395New |
$21.8K - $24.7K
|
395
$25.2K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67KNew |
$92.3K - $105K
|
1.67K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59.9K- 6.65% |
$3.3M - $3.75M
|
841K
$53.6M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.4K+ 16.74% |
$1.12M - $1.28M
|
142K
$9.07M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.07K+ 12.57% |
$59K - $67K
|
9.58K
$611K
|
|
|
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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189K+ 71.31% |
$10.4M - $11.9M
|
455K
$29M
|
|