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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
7.23KNew |
$363K - $465K
|
7.23K
$461K
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.15K+ 1.68% |
$359K - $459K
|
432K
$27.5M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.22K+ 23.75% |
$263K - $336K
|
27.2K
$1.73M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.38KNew |
$170K - $218K
|
3.38K
$216K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.21K+ 16.92% |
$111K - $142K
|
15.3K
$974K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
906+ 4.26% |
$45.6K - $58.2K
|
22.2K
$1.41M
|
|
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 | |||||||
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
189K+ 71.31% |
$10.4M - $11.9M
|
455K
$29M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 3.84% |
$8.45M - $9.6M
|
4.14M
$264M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35.9KNew |
$1.98M - $2.25M
|
35.9K
$2.29M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.8KNew |
$1.75M - $1.99M
|
31.8K
$2.03M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
31.4KNew |
$1.73M - $1.97M
|
31.4K
$2M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
26KNew |
$1.43M - $1.63M
|
26K
$1.66M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
20.4KNew |
$1.12M - $1.28M
|
20.4K
$1.3M
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
20.4K+ 16.74% |
$1.12M - $1.28M
|
142K
$9.07M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
17.5K+ 179.64% |
$963K - $1.09M
|
27.2K
$1.73M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$934K - $1.06M
|
16.9K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
14.9KNew |
$820K - $931K
|
14.9K
$948K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.8K+ 30.99% |
$816K - $927K
|
62.6K
$3.99M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 7.03% |
$677K - $768K
|
187K
$11.9M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1KNew |
$665K - $755K
|
12.1K
$769K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11KNew |
$605K - $687K
|
11K
$700K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.8K+ 7.79% |
$597K - $678K
|
150K
$9.56M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.4KNew |
$574K - $652K
|
10.4K
$664K
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.4KNew |
$571K - $649K
|
10.4K
$661K
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
8.84K+ 64.47% |
$487K - $553K
|
22.6K
$1.44M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.36KNew |
$461K - $524K
|
8.36K
$533K
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25KNew |
$455K - $516K
|
8.25K
$526K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.97KNew |
$439K - $499K
|
7.97K
$508K
|
|
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
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.57K+ 4.3% |
$417K - $474K
|
184K
$11.7M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.37KNew |
$406K - $462K
|
7.37K
$470K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.11KNew |
$337K - $382K
|
6.11K
$389K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.65K+ 35.01% |
$311K - $353K
|
21.8K
$1.39M
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.53K+ 6.5% |
$305K - $346K
|
90.5K
$5.77M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.47KNew |
$302K - $342K
|
5.47K
$349K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.94KNew |
$272K - $309K
|
4.94K
$315K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$245K - $279K
|
4.45K
$284K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.67KNew |
$92.3K - $105K
|
1.67K
$107K
|
|
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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.37K+ 34.9% |
$75.2K - $85.4K
|
5.28K
$336K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.27K+ 23.71% |
$69.9K - $79.4K
|
6.62K
$422K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.27KNew |
$69.9K - $79.4K
|
1.27K
$80.9K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
1.07K+ 12.57% |
$59K - $67K
|
9.58K
$611K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.01K+ 5.87% |
$55.5K - $63K
|
18.2K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
797New |
$43.9K - $49.9K
|
797
$50.8K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
698+ 1.13% |
$38.5K - $43.7K
|
62.4K
$3.98M
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
683New |
$37.6K - $42.8K
|
683
$43.6K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395New |
$21.8K - $24.7K
|
395
$25.2K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
158New |
$8.71K - $9.89K
|
158
$10.1K
|