Institutional Ownership J P Morgan ETF Tr U S Momentum (JMOM)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Momentum (JMOM). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,896,007
shares
|
$799 Million
1.32% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,288,928
shares
|
$288 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
922,833
shares
|
$62 Million
0.52% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
606,899
shares
|
$40.8 Million
0.01% of portfolio
|
Q2 2025
Added 205.98%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
496,782
shares
|
$33.4 Million
15.78% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
455,184
shares
|
$30.6 Million
0.0% of portfolio
|
Q1 2025
Added 71.31%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
431,803
shares
|
$29 Million
4.43% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
193,789
shares
|
$13 Million
0.13% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
171,997
shares
|
$11.6 Million
3.63% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
164,457
shares
|
$11 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.46%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
150,468
shares
|
$10.1 Million
4.62% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
149,061
shares
|
$10 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
147,929
shares
|
$9.93 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
133,754
shares
|
$8.98 Million
4.97% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
120,209
shares
|
$8.07 Million
2.04% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
116,586
shares
|
$7.83 Million
0.01% of portfolio
|
Q2 2025
Added 2519.91%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
98,419
shares
|
$6.61 Million
1.7% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
84,854
shares
|
$5.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
76,222
shares
|
$5.12 Million
6.56% of portfolio
|
Q3 2022
Reduced 7.89%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
76,214
shares
|
$5.12 Million
0.21% of portfolio
|
Q2 2025
Added 220.12%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
66,504
shares
|
$4.47 Million
1.97% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
65,418
shares
|
$4.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
64,250
shares
|
$4.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
63,541
shares
|
$4.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
63,387
shares
|
$4.26 Million
0.01% of portfolio
|
Q3 2025
Added 39.79%
|