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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$55.1 - $62.6
|
0
$0
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.04K- 7.8% |
$57.3K - $65.1K
|
12.3K
$784K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.07K+ 12.57% |
$59K - $67K
|
9.58K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189K+ 71.31% |
$10.4M - $11.9M
|
455K
$29M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20.4KNew |
$1.12M - $1.28M
|
20.4K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-809- 8.52% |
$44.6K - $50.6K
|
8.69K
$554K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-120- 2.07% |
$6.61K - $7.51K
|
5.68K
$362K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 0.89% |
$29K - $33K
|
58.7K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
135+ 0.3% |
$7.44K - $8.45K
|
45.2K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.93K- 3.51% |
$107K - $121K
|
53.1K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.4KNew |
$571K - $649K
|
10.4K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-166- 1.84% |
$9.15K - $10.4K
|
8.85K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-253- 4.54% |
$13.9K - $15.8K
|
5.32K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.52K- 8.82% |
$470K - $534K
|
88.1K
$5.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 3.38% |
$2.43K - $2.75K
|
1.26K
$80.2K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
51New |
$2.81K - $3.19K
|
51
$3.25K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.18% |
$165 - $188
|
1.67K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-459- 2.35% |
$25.3K - $28.7K
|
19K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42.7K- 17.72% |
$2.35M - $2.67M
|
198K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-385- 0.97% |
$21.2K - $24.1K
|
39.2K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-131- 2.23% |
$7.22K - $8.2K
|
5.74K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.37KNew |
$406K - $462K
|
7.37K
$470K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.53K+ 6.5% |
$305K - $346K
|
90.5K
$5.77M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-114- 41.61% |
$6.28K - $7.14K
|
160
$10.2K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.11K- 3.43% |
$337K - $383K
|
172K
$11M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.32K- 6.87% |
$72.5K - $82.3K
|
17.8K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.4KNew |
$574K - $652K
|
10.4K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$461K - $524K
|
8.36K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
797New |
$43.9K - $49.9K
|
797
$50.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35.9KNew |
$1.98M - $2.25M
|
35.9K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-516- 1.37% |
$28.4K - $32.3K
|
37.3K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 9.83% |
$98.2K - $111K
|
16.3K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-318K- 86.03% |
$17.5M - $19.9M
|
51.5K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01K+ 5.87% |
$55.5K - $63K
|
18.2K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-92- 29.21% |
$5.07K - $5.76K
|
223
$14.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.27KNew |
$69.9K - $79.4K
|
1.27K
$80.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11KNew |
$605K - $687K
|
11K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$1.43M - $1.63M
|
26K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$55.1 - $62.6
|
357
$22.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$934K - $1.06M
|
16.9K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31New |
$1.71K - $1.94K
|
31
$1.98K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
31.4KNew |
$1.73M - $1.97M
|
31.4K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17.5K+ 179.64% |
$963K - $1.09M
|
27.2K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 3.84% |
$8.45M - $9.6M
|
4.14M
$264M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.97KNew |
$439K - $499K
|
7.97K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.8K+ 7.79% |
$597K - $678K
|
150K
$9.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-265- 3.15% |
$14.6K - $16.6K
|
8.16K
$520K
|