Latest Institutional Purchases of J P Morgan ETF Tr U S Momentum (JMOM)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr U S Momentum (JMOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.66M+ 1766.01% |
$343M - $404M
|
8.1M
$434M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
377K+ 13.59% |
$16.9M - $19.9M
|
3.15M
$169M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
171KNew |
$7.65M - $9.01M
|
171K
$9.15M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67.6K+ 11.84% |
$3.03M - $3.57M
|
639K
$34.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.2K+ 137.35% |
$1.76M - $2.07M
|
67.7K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
38.4KNew |
$1.72M - $2.02M
|
38.4K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
37.6K+ 36.04% |
$1.68M - $1.98M
|
142K
$7.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.5KNew |
$1.68M - $1.98M
|
37.5K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22.1KNew |
$991K - $1.17M
|
22.1K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21K+ 40.92% |
$939K - $1.11M
|
72.2K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 166.76% |
$750K - $883K
|
26.8K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 61.44% |
$602K - $709K
|
35.3K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 5.52% |
$501K - $590K
|
214K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.5KNew |
$469K - $552K
|
10.5K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.3K+ 7.89% |
$462K - $544K
|
141K
$7.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.89K+ 7.32% |
$443K - $522K
|
145K
$7.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
8.19K+ 1.66% |
$367K - $432K
|
501K
$26.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.13KNew |
$319K - $376K
|
7.13K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 4.29% |
$252K - $297K
|
137K
$7.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.93KNew |
$221K - $260K
|
4.93K
$264K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4.93KNew |
$221K - $260K
|
4.93K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.83KNew |
$172K - $202K
|
3.83K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.75K+ 53.83% |
$123K - $145K
|
7.85K
$421K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.73KNew |
$123K - $144K
|
2.73K
$147K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.45K+ 2.9% |
$110K - $129K
|
86.8K
$4.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 31.89% |
$102K - $120K
|
9.38K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 29.0% |
$90.7K - $107K
|
9K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.69KNew |
$75.5K - $89K
|
1.69K
$90.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.51KNew |
$67.8K - $79.9K
|
1.51K
$81.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11K+ 11.78% |
$49.9K - $58.7K
|
10.6K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
654+ 1.78% |
$29.3K - $34.5K
|
37.5K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
537+ 0.59% |
$24.1K - $28.3K
|
91.4K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
450+ 5.26% |
$20.2K - $23.7K
|
9.01K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
318+ 6.09% |
$14.2K - $16.8K
|
5.54K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
276+ 6.02% |
$12.4K - $14.6K
|
4.86K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
255+ 144.89% |
$11.4K - $13.5K
|
431
$23.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
70New |
$3.14K - $3.69K
|
70
$3.75K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
16New |
$717 - $844
|
16
$858
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$89.6 - $106
|
7.07K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.13% |
$44.8 - $52.8
|
760
$40.7K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.06% |
$44.8 - $52.8
|
1.66K
$88.8K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
25.5KNew |
$1M - $1.17M
|
25.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$431K - $503K
|
10.9K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.44KNew |
$175K - $204K
|
4.44K
$238K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3.17KNew |
$125K - $146K
|
3.17K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24KNew |
$88K - $103K
|
2.24K
$120K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
680+ 160.76% |
$26.7K - $31.2K
|
1.1K
$59.1K
|
|