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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.11KNew |
$337K - $382K
|
6.11K
$389K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.36K- 13.66% |
$77.3K - $84.8K
|
8.63K
$550K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.22KNew |
$69.1K - $75.7K
|
1.22K
$77.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.26% |
$227 - $249
|
1.52K
$97.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
23.8KNew |
$1.35M - $1.48M
|
23.8K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
127New |
$7.2K - $7.89K
|
127
$8.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
178KNew |
$10.1M - $11.1M
|
178K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
121New |
$6.86K - $7.52K
|
121
$7.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.66KNew |
$207K - $227K
|
3.66K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
685+ 9.76% |
$38.8K - $42.6K
|
7.71K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
6.46KNew |
$366K - $401K
|
6.46K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.89K+ 12143.08% |
$448K - $491K
|
7.96K
$507K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.3KNew |
$301K - $329K
|
5.3K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.44KNew |
$195K - $214K
|
3.44K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.82KNew |
$273K - $299K
|
4.82K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-155- 45.19% |
$8.79K - $9.63K
|
188
$12K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-705- 12.82% |
$40K - $43.8K
|
4.8K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$56.7 - $62.2
|
3.56K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236New |
$13.4K - $14.7K
|
236
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
257New |
$14.6K - $16K
|
257
$16.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
105New |
$5.95K - $6.53K
|
105
$6.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-907- 15.33% |
$51.4K - $56.4K
|
5.01K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.5KNew |
$1.95M - $2.14M
|
34.5K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16.1KNew |
$914K - $1M
|
16.1K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.46% |
$113 - $124
|
435
$27.7K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
562New |
$28.5K - $32.1K
|
562
$35.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-141- 13.6% |
$7.16K - $8.06K
|
896
$57.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
67New |
$3.4K - $3.83K
|
67
$4.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.76K- 13.85% |
$89.3K - $101K
|
10.9K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.52K- 15.09% |
$77.1K - $86.8K
|
8.55K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
42New |
$2.13K - $2.4K
|
42
$2.68K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.24K- 81.97% |
$111K - $121K
|
493
$31.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
283New |
$14K - $15.3K
|
283
$18K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-680- 61.65% |
$33.6K - $36.8K
|
423
$27K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
911New |
$40.8K - $48.1K
|
911
$58.1K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.5K- 47.62% |
$829K - $976K
|
20.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
654+ 1.78% |
$29.3K - $34.5K
|
37.5K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$3.14K - $3.69K
|
70
$4.46K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.83KNew |
$172K - $202K
|
3.83K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.69KNew |
$75.5K - $89K
|
1.69K
$108K
|
|
| Q4 2023 | |||||||
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.17KNew |
$125K - $146K
|
3.17K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$431K - $503K
|
10.9K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6New |
$236 - $276
|
6
$383
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
43+ 0.67% |
$1.75K - $1.87K
|
6.49K
$414K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.23K+ 3.77% |
$163K - $179K
|
116K
$7.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.8KNew |
$879K - $966K
|
22.8K
$1.45M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.42K- 34.6% |
$127K - $138K
|
6.46K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101New |
$3.76K - $4.07K
|
101
$6.44K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
822New |
$30.6K - $33.1K
|
822
$52.4K
|
|