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 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
101New |
$3.76K - $4.07K
|
101
$6.13K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.93KNew |
$296K - $320K
|
7.93K
$481K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
822New |
$30.6K - $33.1K
|
822
$49.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.73K - $4.03K
|
100
$6.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 46.67% |
$5.22K - $5.64K
|
160
$9.71K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.8K- 51.63% |
$515K - $558K
|
13K
$786K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
141New |
$5.25K - $5.69K
|
141
$8.55K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
964+ 3.81% |
$35.9K - $38.9K
|
26.2K
$1.59M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.9K+ 308.93% |
$800K - $922K
|
30.3K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
265New |
$9.27K - $10.7K
|
265
$16.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.55K- 27.87% |
$124K - $143K
|
9.18K
$557K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
139New |
$4.86K - $5.61K
|
139
$8.43K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10KNew |
$350K - $404K
|
10K
$607K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.6K+ 54.24% |
$409K - $489K
|
33.1K
$2.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
850New |
$29.9K - $35.7K
|
850
$51.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.13K+ 70.23% |
$145K - $173K
|
10K
$607K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-6.53K- 7.89% |
$230K - $274K
|
76.2K
$4.62M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.05MClosed |
$107M - $135M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-5.92KClosed |
$208K - $263K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6.06KClosed |
$213K - $269K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-27Closed |
$949 - $1.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36- 27.48% |
$1.27K - $1.6K
|
95
$5.76K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.69KClosed |
$59.3K - $74.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.5K- 26.37% |
$52.6K - $66.5K
|
4.18K
$254K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
600New |
$21.1K - $26.6K
|
600
$36.4K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$620K - $740K
|
15.4K
$935K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-202Closed |
$8.13K - $9.7K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-7.78KClosed |
$313K - $373K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10Closed |
$435 - $492
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
905New |
$39.3K - $44.5K
|
905
$54.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-2.61KClosed |
$113K - $128K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43New |
$1.34K - $1.56K
|
43
$2.61K
|
|
| Q2 2020 | |||||||
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-82Closed |
$1.95K - $2.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-304KClosed |
$6.55M - $9.97M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.53MClosed |
$42.9M - $46.6M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
400New |
$10.7K - $11.5K
|
400
$24.3K
|
|